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Financial Operations Associate Jobs in Luling, LA

SYNERGY BANK

Credit Operations Associate

Houma, LA · Hybrid

Position Summary The Credit Operations Associate plays a key role in supporting the Bank ... This role provides valuable exposure to financial statement analysis, commercial loan portfolio ...

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Financial Operations Associate information

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How much do financial operations associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for financial operations associate in Luling, LA is $23.87, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $27.55 per hour, depending on experience, location, and employer.

What is a financial operations associate?

Financial Operations Associates are professionals who support the financial activities of an organization, including managing transactions, reconciling accounts, processing invoices, and assisting with budgeting and reporting. They ensure that financial records are accurate and in compliance with regulations. Their role is crucial in maintaining the smooth operation of a company's financial processes and supporting the finance team with daily administrative and analytical tasks.

What are some common challenges financial operations associates face when managing transaction accuracy and reporting deadlines?

Financial Operations Associates often navigate tight deadlines and high transaction volumes, which can make maintaining accuracy a challenge. They must pay close attention to detail when reconciling accounts, processing payments, and preparing financial reports to ensure compliance and avoid discrepancies. Additionally, collaborating with cross-functional teams such as accounting, compliance, and treasury requires strong communication skills to resolve issues efficiently. Adapting to frequent changes in regulations or internal processes is also a key aspect of the role.

What are the key skills and qualifications needed to thrive as a financial operations associate, and why are they important?

To thrive as a Financial Operations Associate, you need strong analytical abilities, attention to detail, and a foundational understanding of accounting or finance principles, often supported by a relevant degree. Familiarity with financial software such as Excel, ERP systems (like SAP or Oracle), and possibly certifications like CPA or CFA are highly valued. Excellent organizational skills, clear communication, and the ability to work collaboratively make someone stand out in this role. These skills ensure accurate financial processing, compliance, and effective coordination within a fast-paced finance environment.
Financial Operations Associate jobs near you
Infographic showing various Financial Operations Associate job openings in Luling, LA as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $49,656 per year, or $23.9 per hour.

Credit Operations Associate

SYNERGY BANK

Houma, LA • Hybrid

Full-time

Posted yesterday

New

Job description

Position Summary

The Credit Operations Associate plays a key role in supporting the Bank's commercial lending and credit administration functions. This position works closely with Credit Analysts, Commercial Lenders, Loan Operations, and Senior Credit Leadership to ensure the accurate collection, analysis, monitoring, and maintenance of financial and loan-related information.

The ideal candidate possesses strong analytical abilities, attention to detail, and an interest in banking. This role provides valuable exposure to financial statement analysis, commercial loan portfolio monitoring, asset-based lending, collateral management, and credit operations, making it an excellent opportunity for candidates seeking a career in banking, finance, credit analysis, or commercial lending.

Essential Duties and ResponsibilitiesCredit Administration & Financial Analysis
  • Support Credit Analysts and lenders in the administration of commercial and consumer loan portfolios.
  • Collect, organize, and maintain borrower financial statements, tax returns, and supporting documentation.
  • Assist with financial statement spreading and updates using bank-approved systems.
  • Monitor financial reporting requirements and proactively request updated borrower information.
  • Maintain financial information databases and ensure data accuracy and completeness.
  • Prepare renewal packages for maturing consumer and commercial loans.
Asset-Based Loan & Collateral Monitoring
  • Monitor asset-based lines of credit and support the processing of advances and payments.
  • Review and track accounts receivable aging reports and collateral reporting requirements.
  • Maintain collateral monitoring logs and related tracking reports.
  • Assist with floor plan financing administration and monitoring activities.
  • Participate in on-site and off-site collateral verification and accounts receivable audits as required.
Appraisal & Collateral Documentation
  • Maintain appraisal, evaluation, confirmation, and revalidation records.
  • Ensure collateral documentation is properly indexed and maintained.
  • Update property descriptions and supporting collateral information as required.
  • Serve as backup support for appraisal administration processes.
  • Ensure appraisal and collateral documentation remains current and compliant with policy requirements.
Document Management & Data Integrity
  • Electronically manage financial statements, tax returns, collateral documentation, and credit files.
  • Ensure timely indexing, imaging, and organization of credit-related documents.
  • Maintain accurate and confidential customer and loan information.
  • Support records retention and document management procedures.
Customer & Relationship Support
  • Professionally communicate with customers regarding financial information requests and loan-related documentation.
  • Build positive relationships through responsive and professional service.
  • Assist customers, lenders, and internal stakeholders with credit administration inquiries.
  • Provide timely support while maintaining confidentiality and professionalism.
Team Collaboration
  • Support the Credit Department Supervisor, Credit Analysts, Chief Credit Officer, Loan Operations Director, Compliance Officer, and lending teams.
  • Develop a working knowledge of the Bank's lending products, services, and credit processes.
  • Collaborate with multiple departments to facilitate efficient loan administration and portfolio management.
General Responsibilities
  • Adhere to all bank policies, procedures, information security requirements, and regulatory guidelines.
  • Maintain the highest level of confidentiality regarding customer and bank information.
  • Demonstrate professionalism, integrity, accountability, and sound judgment.
  • Perform additional duties and projects as assigned.

Required Qualifications:

  • High school diploma 
  • Working understanding of accounting principles and financial statements.

Preferred Qualifications:

  • Bachelor's degree in Finance, Accounting, or a related field.
  • Previous banking, finance, accounting, credit administration, lending support, or financial services experience.
  • Experience analyzing financial statements or working with financial documentation is a plus.
Knowledge, Skills & Abilities
  • Strong analytical and problem-solving skills.
  • Exceptional attention to detail and organizational abilities.
  • Proficiency in Microsoft Excel and Microsoft Office applications.
  • Ability to manage multiple priorities while meeting deadlines.
  • Strong written and verbal communication skills.
  • Ability to handle sensitive and confidential information appropriately.
  • Interest in pursuing a career in commercial banking, credit analysis, lending, or financial services.

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