Description
Xtend is seeking an Operations Coordinator for our Bookkeeping Team to help oversee the day-to-day accounting operations that support credit unions across the country. This is an excellent opportunity for an experienced accounting or bookkeeping professional who enjoys coaching others, solving complex financial issues, and ensuring exceptional service for clients. In this role, you'll combine hands-on accounting work with leadership responsibilities by coordinating workflows, supporting teammates, improving processes, and serving as the go-to resource for complex reconciliation and balancing issues.
What You'll Do
- Coordinate daily accounting operations for assigned credit union clients.
- Monitor workloads and ensure daily and month-end deadlines are met.
- Review general ledger balancing, exception processing, and reconciliation activities for accuracy.
- Conduct quality assurance audits of end-of-day and end-of-month processing.
- Assist with training, coaching, and development of Accounting Operations Specialists.
- Serve as the escalation point for complex balancing and reconciliation issues.
- Respond to client questions and resolve issues through Zendesk.
- Help maintain operational procedures, documentation, and processing guides.
- Support staffing coverage and provide hands-on accounting assistance when needed.
- Identify opportunities to improve processes and enhance service quality.
What You'll Bring
- High school diploma or GED required.
- Associate degree in Business, Accounting, Finance, or a related field preferred.
- Two or more years of bookkeeping, accounting, or financial operations experience, preferably within a credit union or financial institution.
- Strong understanding of general ledger balancing and financial reconciliations.
- Excellent organizational, analytical, and problem-solving skills.
- Ability to prioritize multiple responsibilities while meeting deadlines.
- Strong communication and leadership skills with the ability to coach and support teammates.
- Commitment to accuracy, confidentiality, and exceptional client service.
Why Join Xtend?
At Xtend, you'll work with a collaborative team dedicated to helping credit unions succeed. You'll have opportunities to expand your expertise, contribute to process improvements, and play an important role in delivering high-quality financial services to organizations across the country. If you're looking for a position that combines accounting expertise, leadership, and client service, we'd love to hear from you.
Requirements
WORK ENVIRONMENT & PHYSICAL ACTIVITIES
Xtend operates in a professional office building setting. Some job assignments at Xtend are primarily conducted within the office building(s) while others have moderate to extensive travel responsibilities as described in the Job Functions and/or Job Qualifications section(s) above. Xtend is committed to working with its employees to reasonably accommodate them with the physical aspects of the position.
Notice
This job description is not intended to be, nor should be construed as a contract for employment. Xtend makes no guarantee of permanent employment. This job description is to be used as a guideline to give the employee an understanding of what Xtend has defined this position to be.
Xtend will make reasonable accommodations for the known physical or mental disabilities of qualified applicants unless to do so would cause an undue hardship. Disabled individuals who feel accommodation is needed to perform their job, or the job for which they have applied, must notify Xtend in writing of the need for reasonable accommodation within 180 days after the date the individual knew or reasonably should have known that an accommodation was needed. Xtend, thereafter, will make all reasonable accommodations unless to do so would pose an undue hardship.
Xtend is willing to accommodate disabilities to the extent a financial service organization can without impacting financial control or member service. Xtend is an Equal Opportunity Employer.
Skills Required
- High School Diploma or GED
- Associate degree in a business-related field or equivalent experience
- Minimum of two years of bookkeeping experience, preferably within a credit union or financial institution
- Strong understanding of reconciliations, balancing processes, and exception processing
- Excellent attention to detail and commitment to accuracy
- Ability to analyze complex issues and identify effective solutions
- Strong organizational and time-management skills
- Professional written and verbal communication skills
- Ability to coach, train, and support team members
- Experience handling confidential financial information with discretion and professionalism
- Flexibility to work off-hours when necessary to complete daily processing requirements
What We Do
Xtend is a Credit Union Service Organization (CUSO) that was founded in 2002. We were imagined and created in Grand Rapids, Michigan. We can proudly say we are collectively owned by our clients, and we act as a shared resource for over 300 credit unions across the United States. We offer a wide range of products and services from our departments: Communications, Data Analytics, Contact Center, Bookkeeping, and Shared Branching. We are all about extending a helping hand including, driving leads and member engagement, analyzing your data, servicing members via phone or chat, and working the back-office.
