What are the responsibilities and job description for the Loan Processor / Accounting Specialist position at Opportunities?
All Wheels Financial is a commercial transportation finance company specializing in financing solutions for owner-operators, fleets, and trucking businesses nationwide. As part of Allstate Peterbilt Group, we provide customized financing options for new and used trucks, trailers, and transportation equipment while delivering exceptional customer service and industry expertise. Our team is committed to supporting customers through efficient loan processing, strong communication, and relationship-focused service in a fast-paced environment.
We are seeking a detail-oriented Loan Processor / Accounting Specialist to support loan funding, accounting operations, customer service, and administrative functions.
Loan Processor / Accounting Specialist Responsibilities:
- Process loan documents for funding with outside/backside lenders
- Create and maintain customer loan folders
- File UCC documents and order customer payment booklets
- Assist with collection of accounts more than 10 days past due
- Maintain accurate customer insurance records and resolve insurance issues with dealerships, customers, and insurance agents
- Complete daily bank deposits
- Maintain financial records and record transactions
- Provide administrative support to accounting team members
- Communicate with vendors, customers, dealerships, and internal departments
- Assist with asset database and record maintenance
- Reconcile accounts in a timely manner
- Assist with month-end close as needed
- Cross-train within the department and complete other duties as assigned
Loan Processor / Accounting Specialist Qualifications:
- Loan processing experience preferred
- 1–2 years of accounting experience, including general ledger
- Customer service experience
- High school diploma or equivalent
- Notary Public preferred
- Strong attention to detail and organization
- Ability to prioritize work around monthly deadlines
- Strong verbal and written communication skills
- Critical thinking and independent problem-solving skills
- Ability to meet deadlines in a fast-paced environment
Loan Processor / Accounting Specialist Benefits:
- 16 days PTO plus holidays available during first year of employment
- Immediate transition into new health insurance coverage
- Three different medical plans designed to fit your needs
- FSA/HSA plans to help with medical and childcare reimbursement
- Dental and Vision Insurance plans
- Short and Long-Term Disability
- Supplemental Term Life Insurance and other co-insurance options
- 401(k) with Match
- Multiple Tuition Reimbursement programs and scholarship opportunities
- Extensive in-house training
- Health and wellness benefits
- Doctor on Demand mobile app
- Verizon wireless employee discounts
- Multiple dealership locations to allow for relocation opportunities
- Endless advancement opportunities throughout the company
Allstate Peterbilt Group is an Equal Opportunity, Affirmative Action, Minority, Female, Veteran, and Disability employer. The company is also a drug-free workplace; candidates are required to pass a drug test before beginning employment.
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