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Accounting Intern
What is an Accounting Intern?
An Accounting Intern works within our Accounting group. This intern will be working part time through the 2024-2025 academic year, with opportunities to work through summer 2024.
This is an internship opportunity for Accounting students to gain valuable, real-life experience working side by side with professionals at Central Hudson Gas & Electric Corporation – a leader in the dynamic, rapidly evolving electric & natural gas utility industry.
What does an Accounting Intern do?
Responsibilities include, but are not limited to:
- Preparing and processing accounting documents
- Assisting in the analysis and reconciliation of accounting data
- Assisting in the maintenance of accounting records and controls
- Assisting in the preparation of accounting reports, statements, bills and schedules
- Reviewing and correcting any computer edit errors
- Coordinating with other corporate personnel to accomplish the Accounting group’s stated responsibilities
Qualifications:
- Accounting, Finance or Business Administration majors will be considered
- Candidates must be currently enrolled in an associates degree program or higher to be considered
- Must be able to work a minimum of 16 hours per week
- Basic proficiency in Microsoft Office Suite applications, particularly MS Excel
- Ability to perform technical accounting tasks and investigations which require individual judgment and responsibility
- Must have a valid driver’s license
Applications will be accepted on an ongoing basis throughout the year until all positions are filled.
Pay Rate $19.00 / hr
Please go to www.CentralHudson.com. Click on the Employment tab then click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 5/29/24
Benefits:
- Competitive compensation
- Medical, dental, and vision insurance
- 401(k) retirement savings plan with substantial company match
- Life and travel insurance
- Tuition assistance
- Wellness reimbursement program
- Paid holidays and vacation
What is the Supervisor – Tax Accounting?
This role is within the tax accounting division of the accounting group. The Supervisor in Tax Accounting will provide oversight and ownership, including active participation in the completion of all roles and responsibilities of the tax accounting department, including preparation of corporate tax budgets, accounting for tax accruals, and analysis of budget variations and projection of future budget variations.
What does the Supervisor – Tax Accounting do?
Responsibilities include, but are not limited to the following:
- Assists in quarterly and annual financial reporting to parent company and regulators
- Prepares and files state income tax, federal income tax returns, and various other state tax returns
- Assists with the IRS, state income tax, sales tax, and financial statement audits
- Holds ownership of internal controls over tax processes and spreadsheets
- Anticipates and communicates impacts on cash flow and earnings
- Keeps informed of tax regulations and interpretations and perform tax research as required for tax law changes, new transactions or in accordance with new tax strategies.
- Develops and engages with tax department personnel
- Develops strong working relationships with other departments in accounting and throughout the company
- Creates work environment where change is embraced, and employees are encouraged to continually seek improvements
- Provides support during storm restoration efforts
What does it take to be a Supervisor – Tax Accounting?
Required:
- Bachelor’s degree in Business, Accounting, Finance or related field of study
- Proficiency with Microsoft Office suite (e.g., Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly
- Demonstrated understanding of technical accounting, investigations, and driving to resolution
- Strong leadership and interpersonal skills and the ability to work with internal customers in a collaborative team environment
- Well-developed written and verbal communication skills
- Strong organizational skills and the ability to multitask
- Valid driver’s license
Preferred:
- Certified Public Accountant (CPA)
- Public Accounting experience
- Strong knowledge of tax laws and regulations and related accounting guidance
- Previous experience supervising and leading a team
- Experience in regulated utility industry
- Experience in the field of tax accounting and reporting
- Working knowledge of mainframes, Powerplan, or OneSource tax software
- Working experience with Lean Six Sigma managerial concepts
Applications will be accepted until June 14, 2024.
Pay range: $109,200 - $163,800
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 5/31/24
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is a Sustainability & Risk Management Administrator?
The Sustainability & Risk Management Administrator works within the Sustainability and Risk department to coordinate activities in support of sustainability and insurance programs on behalf of the Company. This role has a focus in applying principles of Risk Management to analyze Central Hudson’s assets, earnings and risk information to prepare policies and reports. Risks can stem from a variety of sources including financial risks, legal liabilities, technology issues, accidents, and natural disasters. This role provides support for and maintains insurance relationships on behalf of the company. This role works closely with other departments within the Company to ensure appropriate accounting treatment and invoicing of financial transactions takes place as well as contributing to forecasting activities for the Company. This role supports the Sustainability Administration in the gathering of data for reporting activities.
What does a Sustainability & Risk Management Administrator do?
- Manages daily insurance and hedging activities and reports
- Supports the preparation of annual budgets
- Supports the preparation of monthly and annual financial forecasts
- Implements best practices in Risk and Sustainability
- Responsible for the compilation and analysis of data in the preparation of reports and filings with regulatory agencies and other outside constituencies
- Involved with Risk Management and Sustainability activities
- Ability to project manage
- Assists with special projects as needed
- Provides support for storm/emergency restoration efforts
What does it take to be a Sustainability & Risk Management Administrator?
Required:
- Bachelor’s degree in Accounting, Finance, Business, Economics, or related field with at least 2 years of relevant work experience. In lieu of a bachelors degree, an associates degree in the aforementioned fields and 4 years of relevant work experience
- Strong analytical, quantitative, organizational, and written/verbal communication skills
- Strong computer skills including proficiency with Microsoft Office Suite (e.g. Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly
- Ability to work individually or as a team (with internal team members or cross functional teams)
- Ability to adapt to a variety of assignments and manage a number of projects in a deadline-oriented, fast-paced environment
- Valid driver’s license
Preferred:
- Experience with Compliance programs
- Experience with Insurance and Risk programs
Applications will be accepted until May 23, 2024.
This position has a career path which allows for advancement opportunities within a job series. The title and level are commensurate with experience.
Pay range: $78,900- $144,900
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time, Part Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 5/31/24
Hudson Valley Credit Union is currently recruiting for the position of Accounting Specialist. Primary Function: perform basic accounting functions including data entry, maintenance and reconciliation of general ledger accounts associated with the preparation of monthly financial reports.
Responsibilities
- Accurately record, reconcile, and research discrepancies on various general ledger accounts.
- Collaborate with branches, departments and outside vendors to ensure accuracy of financial data.
- Assist in data gathering for internal/external audits and exams.
- Develop and maintain departmental procedures as necessary.
- 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
- Associate’s Degree Accounting preferred
- Minimum 1 Year Entry level general ledger reconciliation experience in lieu of an Undergraduate degree in Accounting experience required
Why choose HVCU?
HVCU cares for our employees, members, and community. This is exemplified through our awards-winning benefits package, opportunities for professional advancement, commitment to diversity, equity inclusion amongst employees and focus on bettering our community through charitable donations & volunteer hours!
Employee Perks:
- 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
- Flexible Spending Account (medical & dependent care)
- Life, Short-Term, and Long-Term Disability Insurance
- Employee Assistance Program
- Educational Assistance Program; Student Loan Repayment & Tuition Reimbursement
- HVCU University & Academy; professional development training
- Discounted Loan Rates & Fees
Diversity Commitment:
“At HVCU, we recognize that our greatest strength comes from the diversity of our team, the members that we serve, and our communities. We are committed to upholding our values of Diversity, Equity, and Inclusion in everything we do. We celebrate and embrace what makes each of us different and foster an environment where everyone feels like they belong.”
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
- Associate’s Degree Accounting preferred
- Minimum 1 Year Entry level general ledger reconciliation experience in lieu of an Undergraduate degree in Accounting experience required
Why choose HVCU?
HVCU cares for our employees, members, and community. This is exemplified through our awards-winning benefits package, opportunities for professional advancement, commitment to diversity, equity inclusion amongst employees and focus on bettering our community through charitable donations & volunteer hours!
Employee Perks:
- 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
- Flexible Spending Account (medical & dependent care)
- Life, Short-Term, and Long-Term Disability Insurance
- Employee Assistance Program
- Educational Assistance Program; Student Loan Repayment & Tuition Reimbursement
- HVCU University & Academy; professional development training
- Discounted Loan Rates & Fees
Diversity Commitment:
“At HVCU, we recognize that our greatest strength comes from the diversity of our team, the members that we serve, and our communities. We are committed to upholding our values of Diversity, Equity, and Inclusion in everything we do. We celebrate and embrace what makes each of us different and foster an environment where everyone feels like they belong.”
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.
- Accurately record, reconcile, and research discrepancies on various general ledger accounts.
- Collaborate with branches, departments and outside vendors to ensure accuracy of financial data.
- Assist in data gathering for internal/external audits and exams.
- Develop and maintain departmental procedures as necessary.
- 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
- 6/1/24
Hudson Valley Credit Union is currently recruiting for the position of Consumer Loan Processor. Primary Function: Process and fund direct and indirect consumer loan applications to meet the established credit union service standards and promote loan growth. Make process and procedure recommendations to improve efficiencies within the department in order to create a better overall experience for internal and external members.
Responsibilities
- Review loan packages and documents for accuracy, prepares final loan package for funding.
- Input and verify funding data into the consumer loans origination system to ensure the loan is funded in accordance with lending policies and procedures, disburses loan proceeds and performs associated system maintenance.
- Issue documents required by Truth in Lending and RESPA.
- Operate multiple computer systems in order to accurately respond to dealer, staff and member inquiries regarding existing and pending consumer loan applications.
- Perform follow-up on outstanding documents for existing consumer loan applications in process via Direct and Indirect channels to ensure member satisfaction.
- Recommend process and product improvements to enhance member experience and eliminate waste.
- 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 1 Year Customer service work history in a Credit Union or Financial Institution experience preferred
- Minimum 1 Year Customer lending processing work history 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.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Minimum 1 Year Customer service work history in a Credit Union or Financial Institution experience preferred
- Minimum 1 Year Customer lending processing work history 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.
- Review loan packages and documents for accuracy, prepares final loan package for funding.
- Input and verify funding data into the consumer loans origination system to ensure the loan is funded in accordance with lending policies and procedures, disburses loan proceeds and performs associated system maintenance.
- Issue documents required by Truth in Lending and RESPA.
- Operate multiple computer systems in order to accurately respond to dealer, staff and member inquiries regarding existing and pending consumer loan applications.
- Perform follow-up on outstanding documents for existing consumer loan applications in process via Direct and Indirect channels to ensure member satisfaction.
- Recommend process and product improvements to enhance member experience and eliminate waste.
- 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
- 5/30/24
Hudson Valley Credit Union is currently recruiting for the position of Commercial Loan Officer. 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. Covers Putnam, Westchester & Rockland territories.
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
- 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
- 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
- Poughkeepsie, NY 12603
- 5/3/24
A Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, including Estates, Trusts, Special Needs Trusts and Agency accounts. For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions. In all cases, the Trust Officer is the lead relationship officer and primary contact between Bank and interested parties/account-owners/co-fiduciaries. Develop new current and future appointments based on referrals from OBT & HVIA colleagues and COI network.
Essential Duties and Job Responsibilities:
- Knowledgably manages a book of accounts and performs day-to-day administrative duties associated with their accounts under their watch. Demonstrate a high level of fiduciary knowledge through sound decisions and accurate administration. If applicable, oversee a Trust Administrator in performance of day-to-day administrative activities.
- Works actively and collaboratively with attorneys, accountants, beneficiaries and co-fiduciaries in the administration of Trusts/Estates abiding by the terms governing legal instruments and Court Orders to mitigate fiduciary risk.
- Reviews and discusses discretionary payment requests with Trust beneficiaries and Co-Fiduciaries in accordance with the terms and standards in the governing legal instruments. Provide evaluation and recommendation for the discretionary action and obtain the appropriate approval or non-approval of the same.
- Reviews all assigned accounts once per calendar year as per assigned Trust Administrative Committee (TAC) schedule and complete the review on the Fitek portal for presentation at the monthly TAC meeting.
- Cultivates and manages new business referrals received from Bank colleagues and area-professionals. Record activities in SalesForce.
- Regularly engages in new business activities as directed by Trust Services Director or Department Manager to meet annual business development and calling goals. Records activities in SalesForce.
- Proactively communicates and meets with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service. Records all meetings and contacts of substance in SalesForce.
- Continues to build and grow their own Centers of Influence (COI) network.
- As a part of the Trust Division’s new business development activities, serves as its representative in the market, including attendance at community events, seminars and professional networking events.
- Maintains awareness of products and services offered by the Trust Division, the Bank and HVIA. Makes presentations to Bank staff, clients and professional advisors, as required.
- Monitors real estate held in fiduciary accounts, verifying that taxes are paid, insurance is in place and minimizing risks associated with such assets. In responsible charge of engineering site inspections, coordinating appraisals, and “phase-one” engineering evaluations.
- Performs other duties as assigned.
- Remains current with fiduciary knowledge through attendance at seminars, schools and written publications
Education, Certification and Experience
- Bachelor Degree or higher
- Five to 10 years of experience as a Trust Officer or a practicing attorney / paralegal with Trust experience.
- Certified Trust Fiduciary Advisor (CTFA) is desired but not required.
Knowledge, Skills, Abilities:
- Strong decision-making ability
- Ability to pay attention to details
- Strong working knowledge of investment management
- Ability to build relationships with clients and COIs
- Strong analytical skills
Work Environment
- Professional office
PHYSICAL DEMANDS:
- Frequently required to sit for prolonged periods.
- Normal range of vision, speech and hearing abilities required.
- Mobility required for greeting and assisting clients, prospective clients and COIs.
- Skillfully operate a computer, telephone and other standard office equipment.
- Travel to Bank, client, prospective client and COI locations.
- 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
- Range: 86,000 - 108,000 Year
- 117 Grand Street, Goshen, NY 10924
- 5/13/24
At TEG Federal Credit Union, we pride ourselves on being more than just a financial institution; we are a caring team dedicated to each other and our community. We are seeking an Indirect Lending Manager to join our growing team in Poughkeepsie, NY.
As the Indirect Lending Manager, you will be responsible for managing the Indirect Lending team, directing and coordinating all indirect lending activities within the department, and increasing the credit union’s portfolio of loans and other financial services. You will analyze loan requests submitted to the Indirect Lending Department and make credit decisions based on lending policy.
What We’re Looking For (Qualifications):
- 3-5 years of similar or related lending and underwriting experience
- Experience managing a team is highly desired
- Experience with indirect lending and/or automobile sales is desired
- Strong communication and relationship-building skills
- Must have a valid driver’s license and reliable vehicle
- Must have flexible availability to work some evenings and Saturdays as needed
What You’ll Get (Perks & Benefits):
- Work-life balance and supportive, team-oriented environment
- Comprehensive health, dental, and vision insurance
- 401k match
- Defined benefit plan (pension)
- 5 weeks’ Paid Time Off, and more!
What You'll Do as the Indirect Lending Manager (Responsibilities):
- Manage the Indirect Lending Department and its staff
- Analyze credit worthiness of member applications and make lending decisions
- Work with approved dealerships to ensure TEG’s Indirect Lending program requirements are met and procedures are followed
- Monitor product delivery and quality, including auditing of loan files
- Assist in developing new loan products and services and improving existing loan products and services
- Act as liaison to branches and internal departments for issues regarding lending
- Generate month-end loan department reports
Pay: $65,000 - $75,000 / year, based on experience
Apply NOW for immediate consideration!
TEG Federal Credit Union is an Equal Opportunity Employer. Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual orientation, gender identity, marital status, military background, disability or any other legally protected status. All employment related decisions are made in accord with this policy.
- Full Time
- Immediately
- $65,000 - $75,000 Year
- Poughkeepsie, NY 12601
- 5/15/24
The Comptroller is responsible for analyzing and overseeing the Town of Fishkill’s accounting and budgeting functions, including a variety of routine and complex transactions, analytical, administrative, financial and technical records and to assist in preparing, reviewing and maintaining the Town’s Operating and Capital Budgets (All Funds). This position performs professional accounting and auditing services enforcing internal accounting controls and compliance with internal and external reporting requirements. The Comptroller is required to exercise considerable independent judgment in administering and managing the efficiency and effectiveness of all areas under his/her direction and control. The incumbent works under the administrative supervision of the Town Supervisor and reports to the Town Board.
TYPICAL WORK ACTIVITIES:
- Prepares and executes the annual Town Budget;
- Maintains records of appropriations, encumbrances, and expenditures, and prescribes approved methods of accounting for all units of local government;
- Certifies the availability of funds for all requisitions, contracts, purchase orders and other documents for which the municipality incurs financial obligations;
- Prescribes the form of receipts, vouchers, bills and claims otherwise prescribed by the State Comptroller;
- Supervises/manages the Finance Department staff; including training and staff development;
- Performs audits and certifies for payment all lawful claims or charges;
- Performs audits of financial records and accounts of all units of the government;
- Timely submits reports to the governing body;
- Plans short and long-term financing of capital projects; consults with financial advisor and bond counsel;
- Oversees bi-weekly payroll for union and non-union staff including Town Police Department using Paycom.
- Ensures compliance with federal, state and local tax filings;
- Has all the powers and performs all the duties conferred or imposed by law;
- Directs the annual year-end financial system closeout process ensuring all general ledger reconcilement, accruals, and various year-end adjustments and entries are accurate and complete; oversees the annual external audit.
- Prepares various financial reports or financial analysis as requested.
- Ensures timely payment of all debt/bond obligations.
- Assists with training on budget preparation and financial compliance; makes recommendations to resolve issues and improve procedures, processes and accountability related to financial matters throughout the Town’s departments.
- Performs other duties as assigned.
FULL PERFORMANCE KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS:
Good knowledge of financing, major economic objectives and policies; good knowledge of budget preparation and financial forecasts; knowledge of the law as it pertains to towns in the State of New York; knowledge of internal auditing and process re-engineering; knowledge of insurance coverage and protection against property losses and potential liabilities; strong interpersonal skills and comfortable with interacting with all levels of Town management; and ability to supervise a staff of administrative, accounting and clerical employees.
MINIMUM REQUIREMENTS:
At least 5-10 years of accounting or auditing experience including governmental accounting experience. Bachelor degree in accounting or business administration/related field or equivalent work experience. Excellent management and supervisory skills. Excellent written and verbal skills and ability to multitask. Experience processing payroll. Experience using Paycom, Tyler Technologies(MUNIS)-Enterprise ERP and Sensus Analytics a plus.
SALARY RANGE: $100,000 - $120,000 per year depending on experience
HOW TO APPLY: Email resume to employment@fishkill-ny.gov
- Full Time
- Immediately
- 110,000 Year
- 807 Route 52, Fishkill, NY 12524
- 5/9/24