Job Title: Loan Accounting Supervisor
Department: Loan Operations
Reports To: EVP / CFO / COO
Location: South
Job Summary
The Loan Accounting Supervisor is responsible for the overall management and oversight of the loan accounting department. This position ensures accurate financial tracking, reporting, and reconciliation of the bank’s loan portfolio. The role requires in-depth knowledge of core loan systems, banking regulations, and loan operations, and involves both supervisory duties and hands-on work. The Loan Accounting Supervisor will support regulatory reporting, internal audits, and process improvements while maintaining strict confidentiality and adherence to policies and procedures.
Major Duties & Responsibilities
- Regulatory Preparation & Reporting
- Prepare documentation and systems for State and FDIC examinations.
- Compile and deliver quarterly loan call reports and other regulatory reporting requirements.
- Perform reconciliation of various loan-related accounts.
- Reporting & Data Management
- Prepare data feeds for third-party interfaces.
- Develop and schedule distribution of H360 reports for loan-related information.
- Research/report to executive management as necessary
- Process and review daily and monthly loan reports.
- Conduct loan system maintenance and verification tasks periodically.
- Team Supervision & Training
- Supervise daily operations and team members in the loan accounting department.
- Assist with training of loan personnel on the core loan system, as needed or upon request.
- Support staff development and ensure adherence to departmental policies and procedures.
- System Oversight & Maintenance
- Maintain a high level of knowledge regarding the core loan system.
- Serve as the primary liaison for communication with the core system provider regarding system issues or enhancements.
- Assist with system maintenance verification and core system-related issue resolution.
- Customer & Internal Support
- Ensure confidentiality of all customer transactions and activity.
- Provide support for loan research and resolution of customer inquiries.
- Review loan documentation to ensure completeness and compliance.
- Assist with processing paid loans and tracking insurance requirements.
- Assist in payment of various vendor invoices related to loan operations.
- Participate in SBA loan reporting tasks and other federal loan program compliance activities.
- Additional Responsibilities
- Ensure understanding of and adherence to all relevant lending regulations, bank policies, and procedures.
- Perform miscellaneous tasks and special projects as assigned by management.
- Engagement champion for company culture.
Required Qualifications
- Minimum of 3-5 years of experience in loan operations or banking.
- Prior supervisory or leadership experience in a financial setting.
- Strong knowledge of loan products, banking regulations, and lending procedures.
- Proficiency with core banking systems (e.g., Jack Henry, FIS, Fiserv, etc.) and Microsoft Office Suite.
- Strong analytical, organizational, and problem-solving skills.
- High attention to detail with the ability to manage multiple priorities.
- Excellent communication and interpersonal skills.
Physical/Work Conditions:
- In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit and stand for long periods of time, talk, hear, lift up to 25lbs., read, write legibly, and may be required to work evenings and/or weekends, attend remote meetings and/or travel.
Company Conformance:
- In the performance of respective tasks and duties, the employee is expected to successfully perform quality work within deadlines with or without supervision, interact professionally with other employees, customers and suppliers; work effectively as a team contributor on all assignments and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations. Customer contact is a critical element, and attendance is an essential part of the employee’s job.
Other Duties:
- This job description in no way should be construed as a contract for employment. These job duties may be subject to change at any time due to reasonable accommodation or other reasons. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
EOE/M-F/V/D
