- Prepare, review, and maintain commercial lending, portfolio monitoring, and regulatory reports, including Call Report schedules, past due reporting, Shared National Credit reporting, Regulation O reporting, and other Credit Risk management reporting requirements.
- Administer loan system maintenance and servicing activities, including charge-offs, loss mitigation, legal workout and REO transactions, risk rating updates, commitment maintenance, billing changes, and related recordkeeping.
- Monitor portfolio credit quality metrics, including non-accrual loans, impaired loans, delinquencies, maturities, unused commitments, and pledged loan collateral, ensuring compliance with internal policies and regulatory reporting requirements.
- Perform general ledger reconciliations, data validation, and financial reporting support by researching discrepancies, completing certifications, and ensuring the accuracy and integrity of loan and accounting records.
- Coordinate regulatory compliance and reporting activities, including CRA, HMDA, Federal Reserve Borrower in Custody, records retention reviews, and related examinations or reporting submissions.
- Support audits, cross-functional research, process improvement initiatives, and departmental projects by providing documentation, resolving data issues, maintaining procedures, and collaborating with lending, compliance, legal workout, and risk management teams.
- Knowledgeable in IBS and nCino, is a plus. Microsoft Office (Word, Excel, PowerPoint and Outlook) proficiency.
- Strong knowledge of loan products, servicing functions, general ledger accounts, reconciliation process and reporting requirements.
- Strong interpersonal skills, both verbal and written.
- Strong accounting and math skills and the ability to calculate figures such as discount, interest, commissions and percentages.
- Ability to work independently, understand and carry out instructions.
- Ability to organize and prioritize assignments.
- Ability to handle multiple tasks and projects simultaneously, while meeting or exceeding deadlines.
- High School diploma or GED equivalent and a minimum of 3 years loan accounting/servicing or lending-related experience.
- Associate or bachelor's degree in finance, accounting or a business-related field; prior banking experience a plus. Prior experience supporting commercial lending, general ledger reconciliation, regulatory reporting or Federal Reserve collateral reporting is preferred.
Skills Required
- High School diploma or GED equivalent
- Minimum of 3 years loan accounting/servicing or lending-related experience
- Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Strong knowledge of loan products, servicing functions, general ledger accounts, reconciliation processes and reporting requirements
- Strong accounting and math skills (ability to calculate discount, interest, commissions, percentages)
- Strong interpersonal, verbal and written communication skills
- Ability to work independently and follow instructions
- Ability to organize, prioritize assignments, and handle multiple tasks/projects to meet deadlines
- Experience supporting commercial lending, general ledger reconciliation, regulatory reporting or Federal Reserve collateral reporting
- Associate or bachelor's degree in finance, accounting or business-related field
- Prior banking experience
- Knowledge of IBS and nCino
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
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Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
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Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
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Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
Valley Bank Insights
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
