Your search resulted in 12 "Accounting Manager" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Accounting Manager
Job Title: Bookkeeper
Location: Staatsburg, NY
Type: Temp to Perm
Hours: Monday-Friday, 8 AM - 4:30 PM
Salary: $19-$20 per hour
Experience: 1-3 Recent Years Required
Key Responsibilities:
We are seeking a skilled and detail-oriented Bookkeeper to join our team in Staatsburg, NY. This is a temporary-to-permanent position with a focus on assisting with job costing, accounts payable/receivable, data entry, and accuracy in QuickBooks.
Bookkeeper Qualifications:
- 1-3 years of recent experience as a Bookkeeper.
- Proficiency in QuickBooks (both online and desktop).
- Strong organizational skills and attention to detail.
- Excellent communication skills.
- Ability to work independently and as part of a team.
Bookkeeper Key Duties:
- Job Costing: Work closely with project teams to ensure accurate job costing and tracking.
- AP/AR: Manage accounts payable and receivable processes efficiently.
- Data Entry: Perform accurate and timely data entry tasks to maintain up-to-date financial records.
- QuickBooks Proficiency: Utilize both online and desktop versions of QuickBooks for financial recordkeeping and reporting.
How to Apply:
If you meet the qualifications and are ready to contribute your skills to a dynamic work environment, please apply for immediate consideration.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $19-$20 Hour
- Staatsburg, NY 12580
- 10/28/24
Job Title: Tax Accountant - Temp-to-Perm Opportunity
Location: Chester, NY
Schedule: Monday to Friday, 8 AM - 5 PM
Pay Rate: $20 - $21 per hour
Job Type: Temp-to-Perm
Job Summary: We are currently seeking a detail-oriented and motivated Tax Accountant to join our team in Chester, NY. This temp-to-perm position offers a great opportunity to apply your accounting skills in a dynamic and high-volume environment. If you have a strong foundation in accounting, a keen eye for detail, and thrive in a compliance-driven role, we encourage you to apply.
Tax Accountant Requirements:
- Bachelor's degree in Accounting is required.
- 0-3 years of experience in tax accounting, with a solid understanding of tax principles.
- Proficiency in Microsoft Word and Excel is essential; familiarity with Microsoft Access is a plus.
- Ability to multi-task effectively and manage workload in a high-volume setting.
- Strong organizational skills with a focus on meeting compliance and deadlines.
Tax Accountant Responsibilities:
- Prepare property tax returns, ensuring accuracy and compliance with regulations.
- Reconcile tax assessments to tax invoices and process the invoices accordingly.
- Prepare monthly and quarterly accruals to support accurate financial reporting.
- Prepare monthly sales tax returns and ensure timely submissions.
- Assist in paying property tax bills and managing related documentation.
- Support audits in the sales and property tax areas, providing necessary documentation and insights.
- Communicate with county and state tax authorities over the phone to resolve tax-related inquiries.
- Prepare monthly returns, ensuring compliance with local regulations.
- Assist the department with additional projects as needed to support overall financial goals.
How to Apply: If you meet the qualifications and are ready to take on a challenging and rewarding role as a Tax Accountant, we invite you to apply today! Please submit your resume and cover letter for consideration.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $20-21 Hour
- Chester, NY 10918
- 10/28/24
Our client located in Hopewell Junction, NY is seeking two detail-oriented and organized Accounting Clerks. The ideal candidate will have a passion for numbers, a keen eye for accuracy, and the ability to work efficiently in a fast-paced environment. As an Accounting Clerk, you will be responsible for assisting with various accounting tasks, including but not limited to:
- Processing accounts payable transactions
- Reconciling bank statements and credit card transactions
- Maintain accurate records of inventory levels using manual or computerized systems
- Conduct regular physical counts of inventory to reconcile discrepancies between actual stock and recorded levels.
- Maintaining accurate financial records
- Assisting with financial reporting tasks as needed
Account Clerk Qualifications:
- At least 1-2 years experience using Quickbooks
- Prior experience in an accounting or finance role preferred but not required
- Proficiency in Microsoft Office Suite, particularly Excel
- Strong attention to detail and accuracy
- Excellent organizational and time management skills
- Ability to work independently and as part of a team
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $18-19 Hour
- Hopewell Junction, NY 12533
- 10/28/24
Ethan Allen Workforce Solutions is seeking a qualified Accounts Payable Associate for our client located near Hopewell Junction, NY. The Accounts Payable Associate will handle the daily processing of transactions in an efficient and accurate manner.
Job duties include, but are not limited to:
- Maintaining up-to-date system for a large number of paid and open invoices in a systematic, logical order to ensure a smooth workflow
- Verifying the accuracy of invoices/refunds and financial reports
- Reconciling bank statements, invoices, credit card bills, etc.
- Processing invoices, refunds and check requests in a timely and accurate manner
- Maintaining all categories of vendor accounts in a current manner
Requirements:
- Have two years of experience in an accounting clerk, payables or receivables role
- Have proficient Microsoft Office, especially Excel, knowledge and skills
- Have excellent computer and time management skills
- Are able to multi-task and work well in small team
- Are experienced in distribution or logistics, as it is strongly preferred, but not required
This position is full time, temp-hire. We are looking for someone who pays attention to smallest details, can handle a high volume of calls in a professional customer service manner and has excellent data entry skills. Hours are 8:30am-4:30pm, Monday-Friday with a pay rate of $18-$19 per hour. Recent accounting grads with internship experience are welcome to apply!
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $18-$19 Hour
- Hopewell Junction, NY 12533
- 10/28/24
Position: Non-Profit Administrator
Location: Rhinebeck, NY
Type: Direct Hire, Part-Time (10-12 hours per week, flexible schedule)
Pay: $24-$26 per hour
Job Description: We are seeking a highly organized and experienced Non-Profit Administrator to join our team in Rhinebeck, NY. This part-time role offers a flexible schedule, allowing you to balance your work with other commitments.
Non-Profit Administrator Requirements:
- Minimum of 5 years of administrative experience
- Experience working in a non-profit organization
- Strong organizational and communication skills
- Proficiency in managing websites and social media platforms
- Familiarity with MailChimp and donor databases
- Grant writing experience is a plus
- Spanish language skills are a plus
As a Non-Profit Administrator, you will play a crucial role in ensuring the smooth operation of our organization. Your primary responsibilities will include:
- Gathering and organizing data from events, donations, and programs to ensure accurate reporting and data analysis
- Assisting in evaluating program success through follow-up surveys and analyzing registration data
- Managing and updating content on our website, social media channels, and MailChimp newsletters
- Overseeing the donor database, which includes handling fundraising campaigns, donations, and event registrations
- Writing and submitting grant applications and reports, and tracking deadlines for these tasks
If you are passionate about making a difference and have the skills and experience required for this role, we would love to hear from you.
Equal Opportunity Employers
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Part Time
- Immediately
- $24-$26 Hour
- Rhinebeck, NY 12601
- 10/28/24
Hudson Valley Credit Union is currently recruiting for the position of Commercial Relationship Manager. Primary Function: Counsel prospective commercial loan applicants regarding the specific commercial loan programs that are appropriate for their financial circumstances and assist them in completing the process of obtaining a commercial loan in accordance with Credit Union and regulatory guidelines. This position will oversee the Capital Region.
Responsibilities
- Responsible for the development and maintenance of internal and external relationships for referral sources within the community including, but not limited to, HVCU branches, realtors, attorneys, accountants and other affinity groups. Attend functions relative to the position to build rapport within the community.
- Respond to and follow up on customer inquiries and leads from all sources.
- Recommend Credit Union commercial loan products to members that would best serve them, advising them of the risks and benefits of the loan alternatives, including options and variables involved. Based on member need, identify opportunities for referral to other Credit Union products and services.
- Maintain and develop the portfolio of existing commercial loan members, responding promptly to all inquiries and requests and utilize approved methods to record the details of all efforts.
- Assist in the preparation, management and presentation of new loan proposals and renewals, including the documentation of the business income, assets, investments, and debts as well as characteristics of the property and other pertinent information.
- Follow up with members, as necessary, to obtain required documentation. Provide assistance as required to the Processing and/or Underwriting areas in order to ensure a quality loan decision.Prepare for and attend Commercial Loan Committee meetings and assist in closings, as needed.
- Perform on-going and consistent collection efforts/workout for assigned delinquent members. Document efforts in the file.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required
- Registration with the National Mortgage Licensing System and Registry (NMLS) required
- Valid driver’s license required
- Minimum 3 Years in business services/commercial lending experience required
- Minimum 2 Years Direct commercial lending experience required
- SBA loan origination experience preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Associate’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience required
- Registration with the National Mortgage Licensing System and Registry (NMLS) required
- Valid driver’s license required
- Minimum 3 Years in business services/commercial lending experience required
- Minimum 2 Years Direct commercial lending experience required
- SBA loan origination experience preferred
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Responsible for the development and maintenance of internal and external relationships for referral sources within the community including, but not limited to, HVCU branches, realtors, attorneys, accountants and other affinity groups. Attend functions relative to the position to build rapport within the community.
- Respond to and follow up on customer inquiries and leads from all sources.
- Recommend Credit Union commercial loan products to members that would best serve them, advising them of the risks and benefits of the loan alternatives, including options and variables involved. Based on member need, identify opportunities for referral to other Credit Union products and services.
- Maintain and develop the portfolio of existing commercial loan members, responding promptly to all inquiries and requests and utilize approved methods to record the details of all efforts.
- Assist in the preparation, management and presentation of new loan proposals and renewals, including the documentation of the business income, assets, investments, and debts as well as characteristics of the property and other pertinent information.
- Follow up with members, as necessary, to obtain required documentation. Provide assistance as required to the Processing and/or Underwriting areas in order to ensure a quality loan decision.Prepare for and attend Commercial Loan Committee meetings and assist in closings, as needed.
- Perform on-going and consistent collection efforts/workout for assigned delinquent members. Document efforts in the file.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Chatham, NY 12037
- 10/7/24
Hudson Valley Credit Union is currently recruiting for the position of Consumer Loan Servicing Supervisor. Primary Function: Supervise the daily operations and staff related to the closing and servicing of home equities and the servicing of consumer loans. Coordinate the workflow for assigned personnel, set deadlines, ensure procedures are compliant and followed and review the servicing area processes and procedures for continuous improvement.
Responsibilities
- Supervise the daily functions and staff responsible for closings of home equity loans and servicing of home equities and consumer loans.
- Provide supervision, coaching, training, development, and performance evaluations of staff. Handle all human resource needs of department’s employees. Measure and coach staff in regards to productivity, quality, sales and goals. Conduct regular department meetings, one on one meetings and training sessions. Ensure team possesses a high level of individual accountability for delivering results within attainable deadlines and industry and regulatory standards. Interview and hire new staff as needed.
- Responsible for resolution of member issues in a timely manner. Supervisor contributes to the process to ensure overall member satisfaction.
- Ensure HVCU liens are perfected on all collateral loans and valid insurance is properly in place for the life of the loan to minimize risk and liability. Ensure Lien Releases and home equity mortgage satisfactions are prepared within the allotted time frame required by state law. Ensure stock secured loans are continually collateralized.
- Ensure proper record retention and that loan documentation is maintained and loans are being properly processed and serviced. Interact with the various external vendors that support servicing activities, for example: collateral protection, lien filing, tax monitoring and flood insurance.
- Create and implement department procedures and staff developmental plans. Continuously review and update procedures and forms for compliance and accuracy. Implement necessary changes to improve efficiencies for the effectiveness of the department and disseminates information to staff.
- Responsible for coordination of Consumer Loan Servicing daily, weekly, monthly, quarterly, annual and year end reports. Works with vendors and other areas as needed to ensure proper system servicing functionality.
- Ensure compliance with Credit Union policies and procedures as well as federal and state regulatory requirements. Perform research and responds to internal audit and external audit requests.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required.
- Minimum 2 years experience in consumer lending required.
- Minimum 1 year supervisory leadership or similar work experience experience required.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required.
- Minimum 2 years experience in consumer lending required.
- Minimum 1 year supervisory leadership or similar work experience experience required.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Supervise the daily functions and staff responsible for closings of home equity loans and servicing of home equities and consumer loans.
- Provide supervision, coaching, training, development, and performance evaluations of staff. Handle all human resource needs of department’s employees. Measure and coach staff in regards to productivity, quality, sales and goals. Conduct regular department meetings, one on one meetings and training sessions. Ensure team possesses a high level of individual accountability for delivering results within attainable deadlines and industry and regulatory standards. Interview and hire new staff as needed.
- Responsible for resolution of member issues in a timely manner. Supervisor contributes to the process to ensure overall member satisfaction.
- Ensure HVCU liens are perfected on all collateral loans and valid insurance is properly in place for the life of the loan to minimize risk and liability. Ensure Lien Releases and home equity mortgage satisfactions are prepared within the allotted time frame required by state law. Ensure stock secured loans are continually collateralized.
- Ensure proper record retention and that loan documentation is maintained and loans are being properly processed and serviced. Interact with the various external vendors that support servicing activities, for example: collateral protection, lien filing, tax monitoring and flood insurance.
- Create and implement department procedures and staff developmental plans. Continuously review and update procedures and forms for compliance and accuracy. Implement necessary changes to improve efficiencies for the effectiveness of the department and disseminates information to staff.
- Responsible for coordination of Consumer Loan Servicing daily, weekly, monthly, quarterly, annual and year end reports. Works with vendors and other areas as needed to ensure proper system servicing functionality.
- Ensure compliance with Credit Union policies and procedures as well as federal and state regulatory requirements. Perform research and responds to internal audit and external audit requests.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 10/17/24
Hudson Valley Credit Union is currently recruiting for the position of Commercial Credit Analyst II. Primary Function: Perform in-depth commercial credit analyses, generally on the more complex or time sensitive files, on a timely basis that are consistent with HVCU format, policy and procedures, including making recommendations on approval and determining appropriate risk ratings for all types of commercial products, with little guidance from the Commercial Lending leadership team.
Responsibilities
- Perform in-depth commercial credit analyses, generally on the more complex and time sensitive files that are consistent with HVCU format, policy and procedures, comprehensive and contain thorough and relevant analysis, and are free of typographical, grammatical and mathematical errors that require limited or no editing by the Manager, Commercial Credit/AVP, Commercial Lending. To include identifying recurring and non-recurring sources of cash flow, the Borrower’s ability to cover debt service, and the ability of the guarantor to support the Borrower.
- Assign the appropriate risk rating based on identified financial trends, risks, mitigants and policy exceptions. Recommendations are to be supported by financial spreads, investigative data (credit reports; lien & litigation searches, etc.) and where applicable global cash flows, covenant compliance assessments or other such analytical measures.
- Assist with loan structure and mentoring of other credit staff, on an as needed basis.
- Complete commercial credit analyses within specified deadlines.
- Maintain the Credit Union’s commercial loan portfolio by performing annual reviews, renewals, extensions and modifications on existing borrowing relationships.
- Respond to inquiries relating to his/her particular area, or to requests from other HVCU personnel, members, etc. within given timeframes and within established policy.
- Achieve goals assigned to the Credit Analyst II as part of the departments’ annual operating plan. To include initiating and implementing process improvements to enhance member experience and increase department efficiencies.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- Bachelor’s Degree Accounting, Finance ore a related field of study; business underwriting education training required
- Minimum 5 Years Direct Commercial Credit Analysis experience required
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Bachelor’s Degree Accounting, Finance ore a related field of study; business underwriting education training required
- Minimum 5 Years Direct Commercial Credit Analysis experience required
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Perform in-depth commercial credit analyses, generally on the more complex and time sensitive files that are consistent with HVCU format, policy and procedures, comprehensive and contain thorough and relevant analysis, and are free of typographical, grammatical and mathematical errors that require limited or no editing by the Manager, Commercial Credit/AVP, Commercial Lending. To include identifying recurring and non-recurring sources of cash flow, the Borrower’s ability to cover debt service, and the ability of the guarantor to support the Borrower.
- Assign the appropriate risk rating based on identified financial trends, risks, mitigants and policy exceptions. Recommendations are to be supported by financial spreads, investigative data (credit reports; lien & litigation searches, etc.) and where applicable global cash flows, covenant compliance assessments or other such analytical measures.
- Assist with loan structure and mentoring of other credit staff, on an as needed basis.
- Complete commercial credit analyses within specified deadlines.
- Maintain the Credit Union’s commercial loan portfolio by performing annual reviews, renewals, extensions and modifications on existing borrowing relationships.
- Respond to inquiries relating to his/her particular area, or to requests from other HVCU personnel, members, etc. within given timeframes and within established policy.
- Achieve goals assigned to the Credit Analyst II as part of the departments’ annual operating plan. To include initiating and implementing process improvements to enhance member experience and increase department efficiencies.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 9/4/24
General Summary:
Performs a variety of routine accounting duties and functions with emphasis on daily and monthly workflow and meeting time deadlines. Interacts with Bank branch offices, various departments, other financial institutions and occasionally customers in gathering and providing accounting information and data. Assists the Controller and other accounting personnel in solving other issues as they arise.
Essential Duties and Job Responsibilities:
- Preparation and/or review of all general ledger balance sheet accounts and income statement accounts, and as needed
- Assisting the Controller and Accounting Staff in regulatory reporting and supporting documentation associated with regulatory filings, including the CALL report, FRB filings, and some SEC support items.
- Exception reports – Reviews daily exception reports and takes actions as necessary to correct unposted transactions and out of balance situations.
- Monitors certain general ledger account transactions and balances daily, i.e., Special Handling, Safe Deposit Control, Safe Deposit in Process, and others as deemed necessary.
- Daily Money Position – Monitors correspondent bank balances daily throughout the day. Reports daily to the Controller and/or the CFO, the amount needed to be bought or sold.
- Municipal Deposit Accounts – Prepares daily reports of municipal deposit account balances to send to safe keeper for collateral purposes and monitors for adequate collateral on each account. Prepares monthly report of all municipal deposits for distribution to Branch Administrator, Municipal Relationship Manager and CFO.
- Investments - Maintains the Bank’s investment portfolio accounting. This includes the posting of purchases, sales, payments received, and monthly accruals. Maintains and tracks the investments held in the Bank vault. Prepares monthly, a listing of all purchases/sales/calls/maturities for reporting to the Board of Directors. Updates the pledging and safekeeping records monthly and FASB 115 (portfolio pricing) quarterly. Provides, at least, monthly reconciliations of the investment portfolio, including variance analysis, and reports to the Controller and/or the CFO
- Bank Reconciliations - Prepares reconciliations of correspondent bank accounts and the Bank’s Official Check accounts. Reviews and researches outstanding items in order to clear them in a timely manner.
- Accounts Payable – Reviews vendor payments as well as personal and corporate credit card expense reports for completeness and assigns expenses to appropriate general ledger accounts, center numbers and approval processes for payment using third party accounts payable software. Serves as a backup for Accounting Specialist accounts payable function.
- Prepaid Expenses – Maintains records of prepaid expenses and monthly accruals using third party prepaid software.
- Internal Reporting/Reconciling –Prepares a monthly reconciliations of Stockholders’ Equity, CSV Life Insurance accounts, CPC Collateral Trust Notes, Accrued Expenses, Borrowings, and other accounts as deemed necessary by the Controller or CFO.
- CDARS/ICS Accounting – Enters/Verifies CDARS orders placed by the branches. Processes daily CDARS and ICS reports and reconciles general ledger accounts.
- Performs other duties, reconciliations, and analyses as needed.
OTHER RESPONSIBILITIES
- All other duties as assigned by management.
EDUCATION, CERTIFICATION, EXPERIENCE:
Education:
Required: Accounting or Business-related two year Degree
Preferred: Bachelor’s degree in Accounting, Finance, or other related field.
Experience:
Required: 2-5 years of related experience
KNOWLEDGE, SKILLS, ABILITIES:
Required: Knowledge of basic office procedures including filing, scanning, business communications, etc. Ability to use a computer with Microsoft Office software and navigate the internet.
Preferred: Knowledge of accounting principles. Accounts Payable experience.
WORK ENVIRONMENT:
- Working Conditions: Office setting
- Equipment Operations:
PHYSICAL DEMANDS:
Able to lift up to 50 pounds
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- 28.00 - 36.00 Hour
- 212 Dolson Avenue, Middletown, NY 10940
- 10/28/24
General Summary:
Provide support to Commercial Lenders; Provide assistance with daily duties in underwriting, manage existing portfolio, draw downs, wire transfers, and credit line increases/renewals.
Essential Duties and Job Responsibilities:
- Collect/review all required financial data prior to submission to Credit, pre-closing and post-closing.
- Spread all business returns, financial statements, personal financial statements rent rolls.
- Run all D&B and Experian credit reports. UCC Searches.
- Complete all HMDA forms.
- Lender portion of loan presentations.
- File all documents, create new files.
- Review/approve all financial information request letters prior to mailing to customer to ensure request is accurate and timely. Manage financial information collection process.
- Review/manage pending loan maturities 90 days prior to maturity date to ensure there are no administrative past dues and to eliminate last minute extensions.
- Correspond with loan officer and customer to take inventory on financials and determine whether all information for expiring loans is collected. Then follow everything under the first bullet above.
- Identify/address credit weaknesses/deficiencies, including non-compliance with financial covenants.
- Manage annual reviews; identify/report significant changes in financial status of borrowers, guarantors, or appraised values, etc.
- Monitor/ Update classified loans on a quarterly basis.
- Quarterly Problem loan reports.
- Quarterly Portfolio Review Committee reports.
- Weekly credit/portfolio meetings.
- Review assigned portfolio with Executive Management and Relationship Managers quarterly.
- Interfacing with loan review, regulators and/or auditor as required, including follow up on cited loans
- Assist in managing Credit file documents to ensure all appropriate information is updated and maintained, such as credit memos, financials, correspondence, etc.., and all outdated information is removed.
- Handle special projects as assigned. Work closely with all members of the loan floor with all facets of loan process.
- Manage closing checklist with Administration.
- Assist Team Leader, Commercial Loan Officers as needed with client interaction, etc
- Prepare adverse action letters for customers.
- Assist/mentor new portfolio management trainee’s as needed.
- Customer calls with assigned loan officers.
- Manage site inspection process.
- Review of loan documents prepared in house or by bank counsel to verify compliance with original credit approval.
EDUCATION, CERTIFICATION, EXPERIENCE:
Education:
Required: Bachelor’s Degree required in Accounting, Finance, Business, or Economics.
Preferred: MBA or equivalent a plus.
Experience:
Required:
Preferred: 5 Years Banking Experience preferred
KNOWLEDGE, SKILLS, ABILITIES:
Role-Based Competencies:
- Must be a self-starter with initiative.
- Exceptional customer service ability.
- Excellent verbal and written communication skills.
- Excellent problem-solving and analytical ability.
- Represent bank in professional and friendly manner.
- Must have strong interpersonal skills.
- Must be proficient in Microsoft Office software and be able to quickly master the Bank’s operating system.
- Leadership- This position requires someone with strong communication and leadership skills. Need the ability to maintain a positive demeanor, handle difficult situations and have an open mind. Needs to be able to handle change and pressure. Needs to coach, cross train and motivate employees. Needs the ability to assist customers and employees in a professional manner.
- Confidentiality - This position requires a high level of confidentiality. This position has access to customer's financial information and personal information, employee records, and security and closing procedures.
- Communication- This position has a high level of contact with the public and departments. This position also interacts with a large number of internal and external contacts. Must be able to communicate effectively with vendors as needed.
- Multitasking/Sound Judgment- Needs the ability to multitask, quick and accurate decisions and be organized. Decisions need to be made in the best interest of the bank while mitigating any risk to loss. Must be able to handle various processes at the same time, ie: taking customer calls while processing daily work or working on projects.
- Computer Skills/Technology- This position requires a high volume of computer usage, including core systems, vendor sites, new product testing, etc. Should be familiar with copier/scanner/shredder equipment.
WORK ENVIRONMENT:
- Flexibility to work additional hours including nights, weekends and holidays, as required.
- Typically the noise level in the work environment is low to moderate.
- Will have high volume of interactions in person and over the telephone.
- Fast-paced environment.
- May experience occasional job stress in response to job demands.
- There are no significant hazardous conditions.
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods of time.
- Frequently required to talk and hear.
- Normal range of vision and hearing abilities required.
- Mobility required greeting and assisting employees and visitors.
- Frequently required to skillfully operate a computer, telephone and other standard office equipment.
- Occasionally travel outside of work location to attend meetings and training programs.
- Occasionally lift and/or move up to 20 pounds.
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- 57,500 - 70,000 Year
- 212 Dolson Avenue, Bronx, NY 10461
- 10/28/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Serve as the primary point of contact related to Recreation, Spa and Meal reservations for in-house guests. This staff person will have very high levels of guest contact. In addition to assisting guests with reservations for activities, this staff member will serve as contact point for Mohonk Staff members looking to provide further guest experience enhancements. This person will be responsible for the coordination and maintenance of the Central Stairs information boards related to content and appearance.
ESSENTIAL JOB FUNCTIONS
- Greet guests immediately with a friendly and sincere welcome.
- Use a clear, understandable speaking voice, exercise judgment, respond to inquiries with accurate information regarding hours of outlet operation, directions to local attractions, or meeting rooms, car rentals and airline shuttle service, etc. according to individual needs.
- Learn and retain a current knowledge of all Mohonk Mountain House offerings for food and beverage, recreation, and other services.
- Learn and retain a knowledge of Mohonk Mountain House history, family history, policies and values.
- Demonstrate a current knowledge of the various attractions, activities and events available in Ulster, Dutchess, and Orange Counties. Provide directions.
- Demonstrate a basic knowledge of other attractions in the Hudson Valley Region. Provide directions.
- Demonstrate a basic knowledge of all mass transportation and rental services available to/from Mohonk Mountain House and the metro areas of New York, New Jersey and Connecticut.
- Demonstrate a familiarity with the services and floorplans of Stewart, Albany, Westchester, JFK, Laguardia, and Newark airports as well as Port Authority Bus Terminal of NYC, and Grand Central Station. Have a basic understanding of the New York City Subway system.
- Work with external companies to arrange excursions to surrounding area attractions on behalf of the guest.
- Maintain a current knowledge of reputable restaurants, bars, eateries, retail, and other services available in Ulster County.
- Create and consistently maintain a quality work environment that is conducive to "Legendary" service.
- Work in conjunction with the Front Desk staff and other departments to accommodate guest information needs/services.
- Maintain open, concise, and consistent communication with management, co-workers and guests.
- Book guest reservations for in-house dining, spa, recreation and other services utilizing various windows based reservations system/point of sale.
- Enter and confirm reservations in the systems with the utmost accuracy and detail to capture all important information. Assist guests with questions regarding their existing reservations.
- Process special requirements and needs for guests through the proper channels so that the requests and needs are met accurately and to the guest’s satisfaction and safety.
- Work productively and efficiently with or without supervision when performing routine tasks.
- Take responsibility for guest concerns: listen, empathize, apologize, resolve and never prove the guest wrong.
- Maintain confidentiality and use discretion and proper judgment in all matters, at all times.
- Perform basic mathematical skills including addition, subtraction, multiplication, division and perform and record cash/credit transactions accurately.
- Demonstrate proper accounting procedures for deposits, refunds, rate adjustments and end of shift audits.
- Work under stress from contact with public, demanding deadlines and changing priorities and conditions.
- Remain calm and alert during heavy resort activity. Plan and implement detailed steps by using experienced judgment and discretion.
- Act calmly and effectively in emergency situations and maintain a full understanding of the Mohonk Mountain House Evacuation Plan.
- Demonstrate professional composure and use good manners on the telephone and in person. Answer and respond to telephone calls and emails promptly and communicate in a clear and professional manner. Produce well-written and error-free emails and documents.
- Answer guest questions with accurate information and demonstrate a friendly and helpful personality by smiling, eye contact, initiating conversation, speaking enthusiastically and engaging with others.
- Participate in outbound sales communications. Achieve high call volume and conversion ratio based on goals set by the Director of Hotel Operations.
- Demonstrate proficiency with Windows-based operating systems and use software including MS Word, MS Excel, MS Outlook, Resort Suites, Reservation Assistant. NAVIS Applications & Software knowledge a plus.
- Speak, read and write the English language and communicate in a clear and congenial manner, with our guests, visitors and employees. Hear verbal instructions, directions and warnings.
- Adhere to Mohonk Mountain House’s Dress and Grooming Standards; presenting a neat, clean and well-groomed appearance and maintaining a positive, professional image to our customers.
- Learn and successfully demonstrate the Mohonk Mountain House Service Steps with Service Strategies with guests and staff.
- Maintain a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
- Reach with hands and arms, bend, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, climb up/down ladders or stand for up to 5 hours at a time.
- Lift up to 25 pounds from ground level to waist level and carries a distance of up to 50 feet with/ without assistance. Walk up to 5 miles per day.
- See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
- Inspect work by touch, sight, sound and smell for conformance to prescribed standards.
- Maintain a flexible work schedule including days/nights, weekdays/weekends, holidays, and during peak periods of business.
- Work in active guest setting subject to continuous interruptions and background noises.
- Work up to five hours viewing a computer video monitor and/ or operating a keyboard.
QUALIFICATIONS:
- Valid Driver’s License and at least 21 years of age, or 20 years of age with at least two years of licensed driving experience.
- At least 3 years of experience in a customer focused work environment with proven problem-solving preferred.
Please note 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.
- Full Time
- Immediately
- New Paltz, NY 12561
- 10/29/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
The Reservations Sales Agent’s primary responsibility is to deliver excellent service while utilizing selling techniques effectively to assist guests in making reservations. Achieve key performance goals set by the department managers as outlined in the annual incentive program. The ideal candidate would be courteous, self-motivated and detail-oriented.
ESSENTIAL JOB FUNCTIONS:
- Help customers make new reservations, and answer questions regarding existing reservations with the utmost accuracy and detail to capture all important information.
- Assist guests by selling future reservations. Assist customers with questions regarding their existing reservations.
- Follow up with guest inquiry leads promptly for second chance bookings.
- Answer telephone calls and emails in a clear and professional manner.
- Attend required coaching sessions as scheduled to review call quality, Enhanced Lead Management compliance and productivity.
- Demonstrate a strong ability to multi-task and pay attention to detail.
- Deliver the highest standard of service to all customers.
- Manage daily correspondences and sales leads in a timely and professional manner consistent with the operating policies of the department.
- Demonstrate proficiency with Windows-based operating systems. Utilize hospitality reservation and sales software.
- Answer guest questions with accurate information and demonstrate a friendly and helpful personality by speaking enthusiastically.
- Answer telephone calls and emails in a clear, concise and professional manner.
- Speak, read and write the English language and communicate in a clear and congenial manner, with our guests, visitors and employees. Hear verbal instructions, directions and warnings.
- Organize and maintain a clean workstation.
- Learn, understand and use proper procedures when processing reservations and communicating resort policies and information.
- Adhere to Mohonk Mountain House’s Dress and Grooming Standards; presenting a neat, clean and well-groomed appearance and maintaining a positive, professional image to our customers.
- Learn and successfully demonstrate the Mohonk Mountain House Service Steps with Service Strategies with guests and staff. Learn and retain knowledge of historical facts, information, services, hours of operation and features of Mohonk Mountain House.
- Achieve key performance goals such as inbound and outbound call volume, revenue generation, email and data capture, productivity and call scores based on goals set by the department managers as outlined in the annual incentive program. Must meet or exceed performance minimums.
- Assist Front Office and other departments with reservations, room changes, room shows, check-ins, check-outs, dining reservations and other tasks when needed. Communicate with other departments the guest’s requests, concerns and needs.
- Process special requirements and needs for guests through the proper channels.
- Conducts themselves in a professional manner when working with guests, co-workers and managers at all times.
- Act calmly and effectively in emergency situations
- Reach with hands and arms, bend, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, climb up/down ladders or stand for up to 5 hours at a time.
- Lift up to 25 pounds from ground level to waist level and carries a distance of up to 50 feet with/ without assistance. Walk up to 3 miles per day.
- See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
- Work productively and efficiently with or without supervision when performing routine tasks.
- Work independently, and under daily job stress while maintaining composure.
- Focus on the job task at hand to think clearly and quickly.
- Maintain a flexible work schedule between the typical hours of 7:45 am and 8:15 pm, weekdays, weekends, holidays time periods.
- Work in office setting subject to continuous interruptions and background noises.
- Work up to five hours seated and viewing a computer monitor, operating a keyboard while on the telephone.
- Perform basic mathematical skills including addition, subtraction, multiplication, division and perform and record cash/credit transactions accurately.
- Demonstrate proper accounting procedures for deposits, refunds, rate adjustments and end of shift audits.
QUALIFICATIONS:
- High School diploma.
- Prior hospitality or customer service experience preferred.
Please note 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.
- Full Time
- Immediately
- New Paltz, NY 12561
- 9/9/24