Asset Liability Management (ALM) Specialist

We are seeking an Asset Liability Management (ALM) Specialist for the Treasury Department.

The ALM Specialist is to perform recurring, procedural-driven reporting and transactional support for Credit Human’s loan participation, pledged collateral, term borrowings, brokered CDs, investments, and government-guaranteed education loan portfolios.

This role will also serve as back up to certain wire transfer functions.

The role also supports process administration tasks (e.g.

SharePoint content maintenance, ALCO meeting and packet coordination) by executing defined steps and escalating exceptions to the ALM Manager.

Work is conducted by following established policies, procedures, schedules, and templates.

When situations arise outside of established procedures, the role seeks direction from the ALM Manager before proceeding.

If you have Financial-services support experience, you should apply right away!

Highlights:


* Monthly/Quarterly reporting & remittances (update listings, call report, commitment report, etc.)


* Journal entries and reconciliation


* Daily cash/non-cash reporting


* Production, Delinquency, and Charge-off, Guarantee Reporting 


* Investments reporting


* Backup for the wire function

Experience:

    Required


* 1 year of experience in Treasury Operations, Accounting Operations, Finance Operations, Loan Servicing, or similar financial-services support role.


* Experience performing recurring, schedule-driven reporting, reconciliations, and journal entry processing using established procedures and checklists.


* Experience working with general ledger accounts and understanding credit and debit entries.  

    Preferred


* Experience supporting asset-liability management, liquidity reporting, investments, borrowings, loan participations, or pledged collateral.


* Experience working with third-party service providers or counterparties (e.g., servicers, correspondent institutions, vendors).


* Credit union or banking industry experience.


* Episys experience.

Education:

    Required


* High School diploma or equivalent 

 

    Preferred


* Associate’s degree or coursework in Accounting, Finance, Business Administration, or a related field, or equivalent relevant work experience.

Skills & Knowledge:

    Required


* Working knowledge of financial operations and accounting fundamentals, including journal entries, reconciliations, and financial reporting.


* Strong attention to detail and accuracy in data preparation, documentation, and reporting.


* Ability to follow established procedures, templates, schedules, and checklists consistently.


* Ability to manage recurring monthly and quarterly deadlines with minimal supervision.


* Proficient in Microsoft Office products, particularly Excel, Word, and Outlook.


* Effective written and verbal communication skills; able to escalate issues and exceptions appropriately.
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