Teams at Xtend

Perform daily bookkeeping for credit union clients: post and balance journal entries (ACH, share drafts, cards, ATM, corporate statements), produce end-of-day and month-end general ledger reports, reconcile accounts, respond to client requests via Zendesk/email, provide backup coverage, and complete ACH training and special balancing projects.

Coordinate and execute multi-channel marketing campaigns, build target audiences and segments, operate marketing platforms (Salesforce Marketing Cloud), run recurring processes, compile campaign reporting, perform quality control, maintain process documentation, provide client-facing support and cross-training, and propose process improvements.

Provide advanced bookkeeping support for credit union partners, including month-end reconciliation, conversion posting, daily auditing, Call Report (5300) processing, shared branching maintenance, and backup support. Create processing guides, maintain QC standards, train and support Bookkeeping I/II staff, and handle exception processing and general ledger balancing.