Accounting Specialist

Job DescriptionJob Description Job Summary:

Responsible for processing, controlling and balancing daily, weekly and monthly credit union activity in an accurate and timely manner. Provide exceptional member service to members and internal staff at all times.

Essential Duties and Responsibilities:

Reviews source documents and records daily transactions. Balances and posts daily write-ups and journals. Maintain Credit Union fixed asset functions, including adding and retiring assets, monthly depreciation functions and monthly Fixed Asset spreadsheets. Maintain offline Mortgage related functions. Review and maintain dormant accounts, to include annual escheatment process of member accounts and official checks. Performs member wire transfers, maintain various wire spreadsheets on daily basis. Reconciles general ledger accounts as assigned, prepare monthly certifications. Performs various vendor related processes (CPI Insurance, Allied Products, GAP, extended warranty, Life Insurance, Disability Insurance, etc.) Maintain Credit Union Accounts Payable functions. Uphold the compliance requirement of all related federal regulations, including but not limited to; the Bank Secrecy Act and Anti-Money Laundering policies and procedures. Complete annual BSA training requirements as established by SunWest Credit Union. Perform related duties as assigned by supervisor. Education and/or

Work Experience Requirements:

College graduate with degree in finance, accounting, business, or equivalent. Knowledge of accounting principles and related computer applications. Minimum one to two years accounting experience. Valid driver's license required. Understanding of Credit Union Philosophy Excellent computer efficiency (MS Office/Word/Excel and Outlook) Ability to operate PC and other computer systems and software, including office equipment Required reports and records are accurate, complete and timely.

Physical Requirements:

Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivy standards. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards. Must be able to lift and carry up to 10 lbs. Must be able to talk, listen and speak clearly on the telephone. Company DescriptionSunWest was founded on the belief that financial institutions should exist to serve. Our original founders knew then what a lot of bankers still don't understand. Financial institutions should help people, not take advantage of them. That's why 12 telephone workers came together in 1937 to create a financial cooperative with one goal in mind - to help people thrive financially so they can excel personally. When you work with us, you're not just clocking in and hoping for the best. You aren't counting down the minutes until you can hop in your car and drive far, far away from your workplace. Nope, not here. When you work with SunWest, you're devoting your time to something bigger than yourself. We aren't just Branch Representatives, Marketing Gurus, Human Resource Professionals, Lending Extraordinaires or Financial Experts. We are friends, family, support systems, and most importantly, we are difference makers. We are passionate about helping others achieve the highest level of financial success and we feel strongly about our communities. Join our team if you're ready to do what you love, while helping those who need what you have to offer.

Company DescriptionSunWest was founded on the belief that financial institutions should exist to serve. Our original founders knew then what a lot of bankers still don't understand. Financial institutions should help people, not take advantage of them. That's why 12 telephone workers came together in 1937 to create a financial cooperative with one goal in mind - to help people thrive financially so they can excel personally. \r\n\r\nWhen you work with us, you're not just clocking in and hoping for the best. You aren't counting down the minutes until you can hop in your car and drive far, far away from your workplace. Nope, not here. When you work with SunWest, you're devoting your time to something bigger than yourself. We aren't just Branch Representatives, Marketing Gurus, Human Resource Professionals, Lending Extraordinaires or Financial Experts. We are friends, family, support systems, and most importantly, we are difference makers. We are passionate about helping others achieve the highest level of financial success and we feel strongly about our communities. Join our team if you're ready to do what you love, while helping those who need what you have to offer.