Financial Clerk Job Description

Financial Clerk Job Description

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Financial clerk provides accounting expertise and strategic guidance during the design and implementation of accounting-related system and software applications.

Financial Clerk Duties & Responsibilities

To write an effective financial clerk job description, begin by listing detailed duties, responsibilities and expectations. We have included financial clerk job description templates that you can modify and use.

Sample responsibilities for this position include:

Review funding loan packages to ensure that collateral items are included and correct
Follow up with the necessary parties to obtain all corrections on collateral docs
Maintain file room and subsequent archival to Iron Mountain
Identify errors in collateral documents then follow through with corrections
Correspond with the escrow/title companies, internal customers, and/or brokers in performing all tasks associated with obtaining and reviewing final collateral
Log in all documents received each day via FedEx, UPS, USPS and other carriers
Prepare closing folders – write name, two hole punch documents, build boxes and keep sorted
Keep inventory of all Iron Mountain supplies
Copy loan files and deliver both an original and a copy file
Scan documents to server for off-site auditing company

Financial Clerk Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Financial Clerk

Typically a job would require a certain level of education.

Employers hiring for the financial clerk job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Accounting, Business, Finance, Associates, Education, Administration, Communication, Management, Technical, Computer

Skills for Financial Clerk

Desired skills for financial clerk include:

Accounting procedures and reports
Personal computers and software applications related to the job to support record keeping
MTC
UBCJA and MDA-UAW contract provisions is desirable
Windows Applications
Customer service techniques
Office procedures and practices
ACCESS
EXCEL
Financial terms and principles

Desired experience for financial clerk includes:

Communicate any loan deficiencies to supervisors
Reconcile all accounts
Provide information to payroll company in order for them to process paychecks
Assisting in consolidating global expenses for functional area
Preparing quarterly expense (actual & forecast) reviews with business partners and gather commentary
Reviewing quarterly headcount reports and analyzing and explaining changes on a monthly basis

Financial Clerk Examples

1

Financial Clerk Job Description

Job Description Example
Our company is growing rapidly and is hiring for a financial clerk. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial clerk
  • Become familiar with all accounting functions and processes performed at location including
  • Utilize Kronos to audit, compile and submit bi-weekly payroll
  • Perform HR functions for location including
  • Utilize Salesforce.com to and assist with customer service calls, order placement, and dispatching of repair calls
  • Assist with weekly inventory process to include reconciliation and auditing
  • Support weekly revenue reporting process - collaborate with management to compile, review and report weekly revenue
  • Work with Finance Manager to support the monthly close and projection process
  • Assist in compiling the monthly reporting package
  • Assist in upholding/auditing SOX guidelines, processes and procedures
  • Proactively work to maximize efficiencies
Qualifications for financial clerk
  • Familiarity with different loan including Conventional, FHA, VA and ARMs
  • Ability to maintain pipeline with minimal supervision
  • Dialogue with Enterprise Market Data Operations Team
  • Responsible for invoice processing and entries into FITS (Financial Information Tracking Systems)
  • Utilize FITS database to track invoices and related data
  • Back up for the customer center portals, Bloomberg portal & TR customer center, etc… for notifications on new invoices and accounting summaries
2

Financial Clerk Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of financial clerk. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial clerk
  • Directly reporting to the Regional Finance Manager
  • Complete contractual and out of scope monthly invoicing for client presentation
  • Validate vendor invoices for accuracy and completeness prior management analysis, review and payment approval
  • Reconcile billable labor charges from vendors back to manager approvals and client requests
  • Processing client out of scope service requests, generating invoices and tracking payments
  • Monthly reporting between Client and Senior Management to review actual purchases vs
  • Cash application oversight to ensure payments are accurately applied in a timely manner
  • Ad hoc projects per the Regional Finance Manager
  • Ensure employee timekeeping and other HR portal functions are accurate
  • Keep current with new organizational developments affecting the ability to provide low-effort customer account servicing and adherence to company policies by reviewing daily/weekly/monthly e-mail communications/alerts
Qualifications for financial clerk
  • Knowledge of loan documentation and the loan process
  • Familiarity with reviewing and interpreting loan support documentation
  • Ability to work well with others and in team situations
  • Responsible for administering the invoice approval and payment processes and procedures
  • Displays planning and proactive follow up skills with internal team partners.As appropriate notify of opportunities to consolidate account numbers for cost savings and proper efficiencies
  • Balances or reconciles data entered into the FITS system, identifies discrepancies and works to resolve it
3

Financial Clerk Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial clerk. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial clerk
  • Helps maintain various files and record retention systems/upon approvals identified, run eligibility and forwarding approval to cashiers at local ministries to update
  • Retrieves and routes incoming and outgoing mail
  • Copies, scans, and faxed documents on an as needed basis
  • Assist with Financial Counseling on daily functions
  • Work reports as needed
  • Process returned mail and update the system with corrected information
  • Maintain orderly filing system of documents according to policies and procedures for ease or retrieval
  • Responsible for ensuring that all accounts payable checks are processed in a timely manner
  • Responsible for ensuring that all accounts payable transactions are accounted for in accordance with Generally Accepted Accounting Principles (GAAP)
  • Researching and resolving discrepancies between invoices, Purchase Orders and agreed to terms in an appropriate and timely manner
Qualifications for financial clerk
  • Ability to move boxes up to approximately 30 pounds sometimes with hand truck assistance
  • 2+ years of mortgage related experience, preferably in document preparation or closing/funding
  • Ability to work independently with others while balancing multiple tasks
  • Work cross-organizationally to problem-solve obstacles and unexpected needs
  • Associates Degree in Finance or Accounting preferred, or equivalent experience
  • Capable of managing internal resources, third party resources, and subcontractors, when necessary
4

Financial Clerk Job Description

Job Description Example
Our growing company is looking for a financial clerk. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial clerk
  • Perform a variety of related tasks in support of Travel Pay Operations, to accomplish general clerical, mailroom, and financial support duties
  • Review, classify and examine travel claims verifying the accuracy and completeness of data
  • Upload blocks of vouchers into an automated system, verifying logging information to ensure accuracy and tracking
  • Review actions to determine proper coding and accounting to update automated disbursing systems
  • Responsible for ensuring that all accounts payable and cash handling transactions are accounted for in accordance with Generally Accepted Accounting Principles (GAAP) and Sarbanes Oxley Section 404 requirements
  • You will use the College Student Record System in order to upload federal records for processing to determine student eligibility for federal Title IV Aid, State of Florida Student aid, and institutional aid
  • Support document tracking to associate student submitted documents required for processing eligibility for the above listed aid both in the electronic system and in the paper filing system
  • Greet students and answer questions both in person and on the phone
  • Greet visitors/students entering the financial aid office area, assisting or directing accordingly
  • Answer telephone, forward calls as appropriate, respond to financial aid processing questions
Qualifications for financial clerk
  • Bachelor's degree in Business or Public Administration or related field
  • At least 3 years - preferably 5 years - of accounts payable experience, preferably in the construction industry
  • Ability to track budget expenses, analyze information, perform accounting duties, and build and manage vendor relationships
  • Skilled in data entry, general math, and work organization
  • Ability to communicate effectively and maintain confidentiality
  • Undergraduate or Associate degree in Accounting or Finance
5

Financial Clerk Job Description

Job Description Example
Our growing company is looking for a financial clerk. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial clerk
  • Data entry and word processing as directed
  • Maintain student financial aid files in paper format as needed
  • Provide back-up support in the absence of the Chief Clerk position , including Federal PLUS and alternative loan certifications
  • Possess a comprehensive understanding of the student employment process to assist the Associate Director with processing student employment paperwork, including data entry as needed
  • Collect and process (appropriately reviewing various forms of identification) I-9/W4 forms required for student payroll
  • Assist in training student workers new to the financial aid office or when new student worker tasks develop
  • Assist continuing students with aid renewal process including follow-up
  • Assist prospective/new students with aid application process including follow-up
  • Perform preliminary verification including review and reconciliation of rejected FAFSA elements and conflicting data issues
  • Review verification forms and associated documents for accuracy and completeness
Qualifications for financial clerk
  • 1-3 years experience in mortgage funding/closing environment preferred
  • Strong organizational skills including prioritizing workload with minimal supervision
  • Ability to work collaboratively within a team environment independently
  • Ability to handle multiple projects simultaneously while meeting tight deadlines
  • Customer-oriented, detail-oriented attitude, and excellent presentation and communications skills, both oral and written
  • Proven track record of raising risks before critical status, while offering quality work and customer satisfaction

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