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Summary:
- Coastal Community Bank is a leader in Banking with strong Financial infrastructure, leading Banking as a Service (BaaS) and Fintech strategies.
- The company helps both individuals and businesses with banking technology integration, business growth, flexible financing, and innovation.
- Coastal operates with an entrepreneurial mindset, focusing on moving fast, working hard, and continuously improving.
- The role supports BaaS Programs’ day-to-day operations, including preparing and posting daily journal entries and assisting with other program activities.
Responsibilities:
- Prepare, post and review daily journal entries for BaaS Programs. Assist with quality control for the department in this function.
- Ensure supporting documentation and processes follow internal control standards.
- Assist with quality control for document archival activities.
- Research and solve moderate-complexity problems.
- Interface with other bank departments and BaaS partners to facilitate program maintenance, resolve issues, and escalate inquiries.
- Support department employees in this function.
- Participate in partner meetings and internal committees.
- Perform loan servicing activities.
- Assist with preparation of audit materials and responses.
- Monitor and reconcile/balance program accounts. Perform account certifications.
- Maintain proficiency in all daily operational tasks. Assist in maintaining department procedures.
- Coach and set an example to team members in daily functions to ensure accurate, efficient, and effective processes.
- Perform other operational processes for BaaS Programs as needed.
- Make recommendations to management when and where appropriate.
- Maintain proficient knowledge of relevant regulatory requirements such as the Bank Secrecy Act (BSA), USA Patriot Act, OFAC, Regulation E, Truth in Savings Act, and Unfair, Deceptive or Abusive Acts or Practices (UDAAP).
Requirements:
- Proven ability to work collaboratively within a team environment.
- Shows initiative through being resourceful, inquisitive, adaptive, and an ongoing learner.
- Ability to resolve problems with minimal guidance and make decisions for daily processing independently.
- Excellent written and verbal communication skills and the ability to communicate at all levels within an organization.
- Ability to manage multiple tasks and deadlines simultaneously within a fast-paced environment.
- Attention to detail and accuracy is a must.
- Positive and professional attitude.
- Ability to synthesize raw data and understand/apply fund flows.
- Ability to effectively present information and respond to questions from management, internal departments, and BaaS partners.
- 9+ years of relevant banking/financial accounting/reconciliation experience strongly preferred.
- 3+ years prior BaaS (FinTech) experience preferred.
- Bachelor’s degree in accounting, finance, or business, or a combination of learning certificates and/or experience.
- Knowledge of BaaS programs and funds flows.
- Experience navigating and processing high-volume transactions within core bank systems.
- Proficiency in Microsoft Office Suite and Excel (XLOOKUP, VLOOKUP, pivot tables).
- Familiarity with relational database systems (Snowflake, PowerBI, Looker) is a plus.
- Experience with a ticketing system (Ex: Clickup) preferred.
Benefits:
- Coastal Community Bank promotes a flexible, goal-oriented work environment with opportunities for growth and innovation.
- The company values creative thinking and the ability to adapt and problem-solve.
- Competitive salary and benefits package.
- Equal opportunity employer committed to diversity and inclusion.
