Bookkeeping Operations Coordinator

Description

Xtend is seeking a Bookkeeping Operations Coordinator to oversee daily bookkeeping operations, support team development, and ensure exceptional service delivery for our credit union clients. This role combines advanced bookkeeping expertise with leadership responsibilities, serving as a key resource for complex reconciliations, quality assurance, workflow coordination, and staff training.

*This is a full-time, in-office position, with no remote opportunities.

What You'll Do

• Coordinate and oversee daily bookkeeping operations for assigned credit union clients
• Monitor workload distribution, team performance, and service levels to ensure deadlines and quality standards are met
• Conduct audits of end-of-day (EOD) spreadsheets, end-of-month (EOM) reconciliation packets, and exception processing activities
• Serve as the primary escalation point for complex balancing, reconciliation, and exception processing issues
• Assist management with coaching, training, and development of Bookkeeping Specialists
• Deliver training and operational support to credit union staff during client transitions and offboarding activities
• Respond to client inquiries through Zendesk and ensure timely issue resolution
• Collaborate with management to maintain procedures, processing guides, and operational documentation
• Support continuous improvement initiatives and identify opportunities to enhance processes and service delivery
• Provide staffing support, backup coverage, and hands-on bookkeeping assistance as needed
• Maintain proficiency in daily bookkeeping functions and operational responsibilities

What You Bring

• High School Diploma/GED required
• Associate degree in a business-related field or equivalent experience preferred
• Minimum of two years of bookkeeping experience, preferably within a credit union or financial institution
• Strong understanding of reconciliations, balancing processes, and exception processing
• Excellent attention to detail and commitment to accuracy
• Ability to analyze complex issues and identify effective solutions
• Strong organizational and time-management skills
• Professional written and verbal communication skills
• Ability to coach, train, and support team members in a collaborative environment
• Experience handling confidential financial information with discretion and professionalism
• Flexibility to work off-hours when necessary to complete daily processing requirements

Why You'll Love Working With Us

You'll play a vital role in supporting credit unions across the country while helping develop team members and improve operational processes. This position offers opportunities to expand your leadership skills, deepen your financial operations expertise, and contribute to a collaborative culture focused on service excellence, continuous improvement, and professional growth.

What is Xtend?

Xtend is a Credit Union Service Organization (CUSO) that provides operational, compliance, and business process solutions to credit unions nationwide. Our team partners with credit unions to deliver specialized expertise and exceptional service that help them better serve their members. Join a mission-driven organization built on collaboration, innovation, and cooperative values.

Requirements

WORK ENVIRONMENT & PHYSICAL ACTIVITIES

Xtend operates in a professional office building setting. Some job assignments at Xtend are primarily conducted within the office building(s) while others have moderate to extensive travel responsibilities as described in the Job Functions and/or Job Qualifications section(s) above. Xtend is committed to working with its employees to reasonably accommodate them with the physical aspects of the position.

Notice

This job description is not intended to be, nor should be construed as a contract for employment. Xtend makes no guarantee of permanent employment. This job description is to be used as a guideline to give the employee an understanding of what Xtend has defined this position to be.

Xtend will make reasonable accommodations for the known physical or mental disabilities of qualified applicants unless to do so would cause an undue hardship. Disabled individuals who feel accommodation is needed to perform their job, or the job for which they have applied, must notify Xtend in writing of the need for reasonable accommodation within 180 days after the date the individual knew or reasonably should have known that an accommodation was needed. Xtend, thereafter, will make all reasonable accommodations unless to do so would pose an undue hardship.

Xtend is willing to accommodate disabilities to the extent a financial service organization can without impacting financial control or member service. Xtend is an Equal Opportunity Employer.