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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in loan administration and financial operations, with a strong focus on bank reconciliations, journal entries, and high-volume transaction processing. Proficient in utilizing the Odyssey loan-administration platform and managing client accounts with a disciplined approach to documentation and confidentiality.
Highest-signal resume keywords
Loan AdministrationBank ReconciliationJournal Entry PostingExcel ProficiencyOdyssey Platform Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan AdministrationBank ReconciliationJournal Entry PostingHigh-Volume Transaction ProcessingData AnalysisElectronic Bank File ProcessingFinancial OperationsVariance IdentificationClient Account ManagementMonth-End Reporting
Soft Skills
Clear CommunicationInvestigative ApproachSound JudgmentAttention to DetailDocumentation Discipline
Tools & Technologies
Odyssey PlatformRed Planet SoftwareEFT WorkflowsPayment Processing Systems
Certifications & Qualifications
CPA ProgressAccounting Credential
Industry Keywords
Premium FinanceP&C Brokerage OperationsMGA OperationsLoan Servicing MechanicsFinancial Institution Experience
About the role
Key responsibilities & impact- Administer the daily transactional core of Bamboo's premium-finance business
- Prepare and process bank files that move funds in and out
- Perform bank reconciliations to verify transactions landed correctly
- Handle settlements, refunds, and adjustments to maintain accurate client accounts
- Manage collection queues to protect the portfolio
- Work hands-on in the Odyssey loan-administration platform daily
- Identify variances, duplicate loans, and status mismatches before they reach clients
- Post journal entries and deliver against month-end timelines
- Report to the Finance Manager
- Support Bamboo's growth from a regional base to a national platform
Requirements
What you’ll need- 2+ years of hands-on experience in loan administration, financial operations, or an accounting role with daily transaction volume
- Direct ownership of the work, not supporting roles
- Experience preparing bank reconciliations, posting journal entries, and delivering against month-end timelines
- Experience processing electronic bank files and high-volume financial transactions, including pre-submission validation
- Working understanding of loan servicing mechanics: payouts, settlements, refunds, collections, write-offs, and terminations
- Strong Excel skills, including reconciling and comparing large datasets
- Investigative approach to identifying the causes of variances
- Judgment to escalate issues outside one's responsibility
- Strong documentation and audit-trail discipline
- Sound judgment handling confidential financial and client information
- Clear written and verbal client communication skills
- Post-secondary education in Business, Finance, or Accounting, or equivalent demonstrated experience
- Bonus: Direct experience with the Red Planet Software Odyssey platform or a comparable loan-administration system
- Bonus: Insurance background, including P&C brokerage operations, MGA operations, or premium finance
- Bonus: Exposure to EFT, direct debit, and payment-processing workflows
- Bonus: Experience in a subsidiary or affiliate of a larger financial institution
- Bonus: Progress toward a CPA designation or equivalent accounting credential
Benefits
Comp & perks- Hybrid work arrangement
- Full-time, permanent employment
- Opportunity to grow within the team as Bamboo expands
- Confidential application handling
- Progress toward a CPA designation or equivalent accounting credential (listed as a bonus point)