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Title

Mortgage Loan Accountant, Extended Application Deadline: May 26, 2013 
Ministry Team Financial Services/Local Church Ministries Church Building & Loan Fund  
Reports To LCM Controller & Executive Director, LCM Church Building & Loan Fund  
FLSA Status Exempt  
Salary Grade 7  
Full-Time/Part-Time Full-Time  
Category LCM - Local Church Ministries  
Starting Salary  
Description

GENERAL PURPOSE OF POSITION:

The purpose and mission of Local Church Ministries (LCM) is to encourage and support the local congregations of the United Church of Christ in the fulfillment of God’s mission.  It supports the vision of the UCC as a multiracial, multicultural church, accessible to all, as it is lived out in and through the local congregations.

The Local Church Ministries Church Building and Loan Fund (CB&LF) is a resource of the United Church of Christ.  It is dedicated to assisting new local congregations with the purchase of their first building.  This is accomplished in partnership with the congregation and the Conference.  In conducting its mission and ministry it seeks to develop mature and vital, multicultural, multiracial, accessible to all, justice oriented UCC congregations from young or renewing churches.

Administration of the CB&LF portfolio requires specialized reports and oversight, financial analysis of applications for loans, ongoing examination of documents, answering customer inquiries, and preparation of regular accounting entries. This position also provides specific accounting functions in support of Local Church Ministries.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

 

  • Design and prepare on a timely basis the monthly financial reports and various related statements that reflect the CB & LF financial condition;

 

  • Assist in the formulation of the department’s budget in compliance with applicable budget policy and guidelines;

 

  • Monitor expenditures to assure that the department remains within the budget;

 

  • Ensure that records and financial data are prepared and available for audits;

 

 

  • Review accounting documents to ensure accuracy of information and calculations and produce or direct correcting entries;

 

  • Ensure that the accounts are financially accurate.  Maintain quarterly reconciliations on accounts payable, receivables.  Make correcting journal entries in assigned areas if necessary; 

 

  • Perform cash management functions by reconciling monthly cash and investments.  Review main checking account balance and transactions daily.  Send out account balance notifications as requested by Treasurer and or Executive Director

 

  • Oversee cash management program including recommendations for investment of short-term excess funds and preparation of related reports;

 

  • Monitor and maintain cash levels set by Executive Director.  Write up transfers of cash between accounts periodically as requested by Treasurer and or Executive Director;

 

  • Review and approve LCM and CBLF AMEX reports and reimbursement reports;

 

  • Monitor funds held in trust for distributions and annual reporting requirements;

 

  • Examine, analyze and interpret accounting records for management;

 

  • Assuring and maintaining the accuracy of loan/special mortgage/grant files on the mortgage system;

 

  • Coordinate ACH, check requests and wire transfers with Financial Services;

 

  • Assist in financial aspects of Partners In Building Program;

 

  • Provide assistance in loan application process including analysis of financial reports;

 

  • Obtain quarterly financial statements from borrowers as needed;

 

  • Assume other duties as assigned

 

 
Position Requirements

MINIMUM QUALIFICATIONS:  The requirements listed below are representative of knowledge, skills and/or abilities required to perform successfully in this position.

 

  • Bachelors degree in accounting, finance or related area;

 

  • Demonstrated experience in accounting and financial management, with a minimum of 3-5 years experience that shows a progressive track record of increasing responsibility;

 

  • High degree of computer proficiency and systems, specifically advanced spreadsheet skills (Excel) and word processing.  Experience on American Fundware, or The Mortgage Office helpful;

 

  • Comfort and ability to clearly explain and interpret financial data, reports and budgets to non-financial staff and volunteers;

 

  • Desire and sensitivity to work in diverse racial, ethnic, cultural and religious settings with commitment to pluralism in the workplace as well as in one=s understanding of mission;

 

  • Demonstrated ability to work collaboratively and collegially as well as independently;

 

  • Demonstrated written and oral English language skills;

 

  • Highly organized, propensity for planning and adherence to deadlines;

 

  • Competency in leadership planning, development, training, and supervision.

PREFERRED QUALIFICATIONS:

  • Understanding of the polity, history and structures of the United Church of Christ preferred.

 

This job description is not intended to be a complete list of all duties and responsibilities required for the position and are subject to review and change at any time in accordance with the needs of the ministry. Since no job description can detail all duties and responsibilities that may be required from time to time in the performance of a position, duties and responsibilities that may be inherent in a position shall also be considered part of the position holder’s responsibility.

It is expected that the person who holds this position will conduct themselves in a manner consistent with the policies of the Covenanted Ministries of the United Church of Christ (CMUCC) and in a manner that will reflect positively on the organization. All staff are encouraged to nurture safety within the work performed on behalf of the CMUCC by being attentive to self-care, education, maintaining appropriate boundaries, and the importance of referring those in need to supportive and helpful resources.

The United Church of Christ, National Setting, is a Multicultural, Multiracial, Open and Affirming, Accessible to All, Equal Opportunity Employer

 
Comprehensive Benefits Package Employer paid health, dental, life, and pension benefits  
Application Deadline May 26, 2013  
About the Organization The United Church of Christ

Our faith is 2000 years. Our thinking is not.

We believe in God's Continuing Testament.
We believe in Extravagant Welcome
We believe the church's mission is to Change Lives

 

This position is currently not accepting applications.

To search for an open position, please go to http://UCC.appone.com


 


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