Accounting Services Representative

Reports To: VP of Accounting

Status: Hourly

Date: 3/25/25


Job Summary and Position Objective

Responsible for providing accounting and clerical support to accounting department personnel.

Essential Functions

  • Process investor withdrawals, deposits, and interest payments

  • Process monthly loan payments, loan closings, loan payoffs, and loan principal payments

  • Prepare daily ACH batch files for money transfer

  • Process vendor payables and employee expense reimbursements

  • As needed post journal entries for processing loan, investment, and stewardship transactions

Work Environment

Full-time, in physical office

Required Competencies/Skills

  • Proficient in MS Outlook, MS Word, MS Excel

  • Typing or keyboarding experience required

  • Attentive to detail and accuracy

  • Well organized

  • Strong communicator

  • Cooperative and willing to assist others

Required Experience

Can work in an environment that deals with confidential information

Education/Training Requirements

  • Bachelor’s in Business Administration or equivalent

  • Basic Accounts Payable / Receivable / Bookkeeping, preferred

Other Duties*

Supports other departments with transaction processing and ad-hoc projects assigned by accounting department personnel.

*This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

EEO Statement:

CFR does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, pregnancy status, disability, veteran status, genetic information, sexual orientation, gender identity or any other category protected by law in provision of employment opportunities and benefits.

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Loan Services Representative