First Mutual Holding Co.

Accountant

• The Senior Accountant is responsible for researching and recommending new accounting standards in compliance with Generally Accepted Accounting Principles and the review and preparation of financial reports and supporting documents.
• Prepares the month, quarter and year end close; prepares the footnotes to the annual report and all required disclosures.
• Maintains accounting models used for significant financial estimates.
• Develops and maintains proper controls for safeguarding assets and accurate reporting of financial position and performance; participates in internal control meetings and discussions; ensures two-party control, FIDICIA compliance; COSO compliance and fiduciary reporting duties is maintained.
• Responds to questions in absence of the Controller.
• Maintains knowledge and capabilities of banking core systems and systems of profitability; loads general ledger balances to profitability system and verifies accuracy.
• Facilitates with department managers to develop a budget and forecasting; reports budgeting to senior management.
• Works with internal audit and compliance to ensure accounting department is in compliance.
• Keeps up-to-date with current financial reporting and accounting procedures and regulations.
• Completes various projects and accounting duties such as time studies for accounting estimates, verifying secondary market pipeline report accuracy, 401K and pension plan reporting, REO workout activities, secondary market derivative accounting, etc.
• Other duties as required.

Senior Accountant

Learning and Development

• Develops and implements training programs to meet the needs of all Member Banks, including but not limited to retail, lending, new hire, and sales training.
• Works directly with Shared Services teams, Retail Banking, and Member Banks to document and coordinate training needs, develop training schedules, and ensure compliance with procedures, operations, lending, sales, and training activities.
• Ensures policies and procedures are effectively communicated and trained to all Member Banks in coordination with Business Operations and other Shared Services departments.
• Facilitates virtual and web-based training; prepares training programs, establishes credibility, fosters a positive learning environment, and uses effective presentation methods to maximize impact.
• Delivers sessions consistent with adult learning theory, including lectures, group activities, case studies, role-plays, simulations, and demonstrations, adapting style and methods as needed.
• Develops and delivers new lender training, reinforces sales and loan operations training, and provides additional training as required.
• Coordinates training schedules with other business lines involved in onboarding and designs development programs aligned with the Member Banks.
• Collaborates with business partners to develop comprehensive training programs and utilizes external training programs and products as needed.
• Maintains up-to-date knowledge and understanding of the current consumer lending platform, programs, guidelines, rules, regulations, and bank policies/procedures across all Member Banks.
• Creates, develops, and maintains lending training manuals related to products, processes, policies, and investor guidelines for all Member Banks.
• Assists in creating and publishing training content in new, innovative learning platforms.
• Assists with additional ad-hoc training as necessary.
• Responds to staff inquiries regarding lending products, processes, and operations, offering expertise and insight to resolve questions or issues.
• Monitors updates or changes to the LOS system and updates training materials accordingly.
• Assists with new projects, including project planning, testing, and rollout to affected departments and personnel.
• Travels to all institutional locations as required.
• Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Builds working knowledge of all applicable laws and regulations.

Training Specialist

Compliance

• Assists Compliance Department with various tasks to support the company’s mission.
• Supports Compliance department by working on projects; assists with assigned tasks across the department including Risk Assessment reviews, Office of Foreign Assets Control tasks, reporting, quality control, and compliance reviews.
• Assists with general activities including business continuity planning, high-risk customer due diligence, and Bank Secrecy Act compliance tasks and reporting.
• Performs other duties as assigned related to the company's mission of providing quality financial services to customers.

Senior Accountant

Training Specialist

Compliance Intern