Communicate with loan officers, processors, and other stakeholders to obtain necessary ... Strong knowledge and experience with Bank Statement , DSCR , and Asset Depletion products.
Quick apply
Communicate with loan officers, processors, and other stakeholders to obtain necessary ... Strong knowledge and experience with Bank Statement , DSCR , and Asset Depletion products.
Secretary 4
Tampa, FL · On-site
... bank statement and financial data for principal's and Internal Auditing's review. • Monitors ... student clubs). • Processes and monitors purchase orders and purchasing card (P-card ...
Secretary 4
Tampa, FL · On-site
... bank statement and financial data for principal's and Internal Auditing's review. • Monitors ... student clubs). • Processes and monitors purchase orders and purchasing card (P-card ...
Financial Relationship Banker - Tampa Carrollwood
Tampa, FL · On-site
$17.50 - $23/hr
... sales process, new customer follow-up program, and sourcing referrals from customers, bank ... Statement of Work for consideration.
Financial Relationship Banker - Tampa Carrollwood
Tampa, FL · On-site
$17.50 - $23/hr
... sales process, new customer follow-up program, and sourcing referrals from customers, bank ... Statement of Work for consideration.
Secretary 4
Tampa, FL · On-site
... bank statement and financial data for principal's and Internal Auditing's review. • Monitors ... student clubs). • Processes and monitors purchase orders and purchasing card (P-card ...
Secretary 4
Tampa, FL · On-site
... bank statement and financial data for principal's and Internal Auditing's review. • Monitors ... student clubs). • Processes and monitors purchase orders and purchasing card (P-card ...
Business Banking Relationship Analyst
Tampa, FL · On-site
$98K - $115K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Coordinate appraisal, documentation, and onboarding processes. Portfolio Management & Client ...
Business Banking Relationship Analyst
Tampa, FL · On-site
$98K - $115K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Coordinate appraisal, documentation, and onboarding processes. Portfolio Management & Client ...
Business Banking Relationship Analyst
Tampa, FL · Hybrid
$98K - $115K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Coordinate appraisal, documentation, and onboarding processes. Portfolio Management & Client ...
Business Banking Relationship Analyst
Tampa, FL · Hybrid
$98K - $115K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Coordinate appraisal, documentation, and onboarding processes. Portfolio Management & Client ...
Job Summary This position is responsible for the loan processing (packaging and closing) of all SBA ... Ensure loans are closed in compliance with the Bank's and SBA's policies and procedures. * Upon ...
Job Summary This position is responsible for the loan processing (packaging and closing) of all SBA ... Ensure loans are closed in compliance with the Bank's and SBA's policies and procedures. * Upon ...
Financial Relationship Banker - Tampa Carrollwood
$17.50 - $23/hr
... sales process, new customer follow-up program, and sourcing referrals from customers, bank ... Statement of Work for consideration.
Financial Relationship Banker - Tampa Carrollwood
$17.50 - $23/hr
... sales process, new customer follow-up program, and sourcing referrals from customers, bank ... Statement of Work for consideration.
Leads the process of referring customers to other areas of the bank to meet customer needs, deepen ... Statement of Work for consideration.
Leads the process of referring customers to other areas of the bank to meet customer needs, deepen ... Statement of Work for consideration.
Process Improvement * Champion automation and process enhancements that reduce manual accounting ... Adhere to Seacoast Bank's Code of Conduct. EDUCATION and/or EXPERIENCE: * Bachelor's degree in ...
Process Improvement * Champion automation and process enhancements that reduce manual accounting ... Adhere to Seacoast Bank's Code of Conduct. EDUCATION and/or EXPERIENCE: * Bachelor's degree in ...
Process Improvement * Champion automation and process enhancements that reduce manual accounting ... Adhere to Seacoast Bank's Code of Conduct. EDUCATION and/or EXPERIENCE: * Bachelor's degree in ...
Quick apply
Process Improvement * Champion automation and process enhancements that reduce manual accounting ... Adhere to Seacoast Bank's Code of Conduct. EDUCATION and/or EXPERIENCE: * Bachelor's degree in ...
Perform balance sheet and income statement analyses, investigate variances and unusual trends, and ... process documentation to ensure consistency and compliance. * Adhere to Seacoast Bank's code of ...
Perform balance sheet and income statement analyses, investigate variances and unusual trends, and ... process documentation to ensure consistency and compliance. * Adhere to Seacoast Bank's code of ...
At Bank of America, we are guided by a common purpose to help make financial lives better through ... Involved in the negotiation and closing process for transactions in portfolio * Oversees the ...
At Bank of America, we are guided by a common purpose to help make financial lives better through ... Involved in the negotiation and closing process for transactions in portfolio * Oversees the ...
Prospects and partners with Business Banking Relationship Managers and Treasury Management Officers ... Statement If an accommodation is required to participate in the application process, please contact ...
Prospects and partners with Business Banking Relationship Managers and Treasury Management Officers ... Statement If an accommodation is required to participate in the application process, please contact ...
Teller
Spring Hill, FL · On-site
$13.75 - $17.25/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 ...
Teller
Spring Hill, FL · On-site
$13.75 - $17.25/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 ...
Cash and Trade Processing Associate Analyst Two
Tampa, FL · On-site
$48K - $63K/yr
A strong interest in finance, banking operations, or treasury services. * 0-2 years of experience ... View Citi's EEO Policy Statement and the Know Your Rights poster.
Cash and Trade Processing Associate Analyst Two
Tampa, FL · On-site
$48K - $63K/yr
A strong interest in finance, banking operations, or treasury services. * 0-2 years of experience ... View Citi's EEO Policy Statement and the Know Your Rights poster.
Accounting Manager Sr.
Tampa, FL · On-site
Works closely with internal auditors, external accountants, banking regulators and PNC service ... Statement If an accommodation is required to participate in the application process, please contact ...
Accounting Manager Sr.
Tampa, FL · On-site
Works closely with internal auditors, external accountants, banking regulators and PNC service ... Statement If an accommodation is required to participate in the application process, please contact ...
Leads the process of referring customers to other areas of the bank to meet customer needs, deepen ... Statement of Work for consideration.
Leads the process of referring customers to other areas of the bank to meet customer needs, deepen ... Statement of Work for consideration.
Treasury Analyst
Tampa, FL · On-site
Coordinate with banking representatives on implementing and monitoring required services. Works ... Cash Transactions & Payment Processing. * Prepare, initiate, and approve electronic payments ...
Treasury Analyst
Tampa, FL · On-site
Coordinate with banking representatives on implementing and monitoring required services. Works ... Cash Transactions & Payment Processing. * Prepare, initiate, and approve electronic payments ...
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Accounts Receivable 2 / Payroll Coordinator
Tampa, FL · On-site
$19 - $24.25/hr
Process ACH upload payments to the bank. * Assists in the preparation for the annual financial statement audit. * Assists in the completion of special projects and reports. * Serves as backup for ...
Quick apply
Be Seen First
Accounts Receivable 2 / Payroll Coordinator
Tampa, FL · On-site
$19 - $24.25/hr
Process ACH upload payments to the bank. * Assists in the preparation for the annual financial statement audit. * Assists in the completion of special projects and reports. * Serves as backup for ...
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 cities near Wiscon, FL are hiring for Bank Statement Processing jobs?
Cities near Wiscon, FL with the most Bank Statement Processing job openings:
Full-time
Re-posted 10 days ago
Job description
Position Summary:
As a Non-QM Underwriter, you will be responsible for evaluating and underwriting complex non-qualified mortgage (Non-QM) loan applications. This position requires expertise in various non-QM loan products, including but not limited to Bank Statement, DSCR (Debt Service Coverage Ratio), and Asset Depletion loans. Your role will ensure compliance with all underwriting guidelines and regulatory requirements while maintaining a high level of service and accuracy.
Key Responsibilities:
- Review and analyze loan files, including income documentation, credit reports, and asset verification for Bank Statement, DSCR, and Asset Depletion loans.
- Underwrite and approve or deny loan applications based on the company’s guidelines, policies, and regulatory requirements.
- Communicate with loan officers, processors, and other stakeholders to obtain necessary documentation and resolve any issues.
- Ensure loan files are complete, accurate, and compliant before final approval or denial.
- Stay current with industry regulations, guidelines, and best practices regarding Non-QM loan products.
- Provide guidance and support to junior underwriters and other team members as needed.
- Maintain a high level of productivity and quality assurance while meeting deadlines.
Requirements:
- Minimum of 3+ years of experience in underwriting Non-QM loans.
- Strong knowledge and experience with Bank Statement, DSCR, and Asset Depletion products.
- Experience Underwriting Non-QM roles within the last 6 months.
- Deep understanding of underwriting guidelines, regulations, and compliance standards related to Non-QM loans.
- Proven ability to handle a high volume of loan files while maintaining accuracy and attention to detail.
- Excellent communication skills, both written and verbal.
- Ability to work independently and as part of a collaborative team.
- Strong organizational and problem-solving skills.
Salary: 90-100k
About National Mortgage Staffing
Sourced by ZipRecruiter
We recruit exceptional candidates for many of the nation's top mortgage companies. National Mortgage Staffing is unique as we ONLY staff in the Mortgage Industry. We have widespread knowledge of all positions in this niche industry. Once assigned to a recruiter you will work with that recruiter for all of your open positions. At National Mortgage Staffing, we have one point of contact for all of your recruiting needs. Each Recruiting Specialist is assigned to a specific job division. This recruiter will have an extensive background in the position you are looking to fill. Whether it is Operations or Sales, we have a Recruiting Specialist that will fit your needs.
Industry
Recruiting and staffing services
Company size
51 - 200 Employees
Headquarters location
Fort Myers, FL, US
Year founded
2010