Cash Reconcil Proc

Triad Financial Services Inc•Jacksonville, FL

12d

About The Position

Triad Financial Services is seeking a highly motivated and skilled Cash & Bank Reconciliation Processor to join its growing team. The role supports the Servicing department by reconciling and monitoring bank accounts, ensuring funds are addressed and applied appropriately, and helping resolve outstanding items. The processor also supports remote deposits, projects, policy and procedure updates, and training initiatives. Flexibility is required to meet business needs, along with performing other duties assigned by management.

Requirements

At least three years of mortgage- or real-estate-related experience.
Two to three years of MSP experience.
Exposure to Microsoft Office and proficiency in Excel.
Strong attention to detail and a goal-oriented approach.
Time-management skills.
Ability to prioritize multiple tasks and work well under deadlines.
Patience and ability to manage stress.
High school diploma or GED.
Ability to perform essential job functions safely and successfully, consistent with applicable ADA, FMLA, and other federal, state, and local standards, including meeting productivity standards.
Ability to maintain regular, punctual attendance consistent with applicable ADA, FMLA, and other federal, state, and local standards.
Ability to talk, listen, and speak clearly on the telephone.
Ability to sit at a workstation for prolonged periods.
Ability to type physically.

Responsibilities

Reconcile and balance the MSP bank account daily.
Provide management with information about outstanding items within the Payment Clearing bank account.
Assist with researching outstanding items so they can clear in a timely manner.
Complete bank account transfers as needed.
Monitor bank accounts for which the Servicing department is responsible to ensure funds are addressed and applied accordingly.
Assist the team with remote deposit requirements as needed.
Assist the supervisor or manager with projects as needed.
Assist management with updating policies and procedures.
Be flexible with time and schedule to meet business needs.
Perform other duties assigned by management.
Assist with identifying training opportunities.