Finance & Accounting Intern

Plaza Home Mortgage, Inc. • ,

1d

About The Position

The Finance and Accounting Intern will support the finance and accounting teams of a wholesale mortgage bank by assisting with daily accounting operations, financial reporting, loan-level analysis, reconciliations, and administrative finance projects. This role is designed for a student or recent graduate interested in gaining hands-on experience in mortgage banking, corporate finance, accounting, treasury, and financial operations. The intern will work closely with accounting, finance, capital markets, servicing, and operations teams to learn how a mortgage banking company tracks loan production, manages expenses, supports month-end close, analyzes profitability, and maintains accurate financial records.

Requirements

• Current enrollment in or recent completion of a degree program in Accounting, Finance, Business Administration, Economics, or a related field.
• Basic understanding of accounting principles and financial statements.
• Strong Excel skills, including formulas, formatting, sorting, filtering, and basic data analysis.
• High attention to detail and accuracy.
• Strong organizational and communication skills.
• Ability to handle confidential information professionally.
• Willingness to learn mortgage banking terminology and processes.

Nice To Haves

• Coursework in financial accounting, managerial accounting, corporate finance, or data analytics preferred.
• Experience with Excel functions such as XLOOKUP, pivot tables, SUMIFS, and data validation preferred.
• Exposure to accounting software, ERP systems, loan origination systems, or business intelligence tools preferred.
• Interest in mortgage banking, real estate finance, banking, or financial services preferred.

Responsibilities

• Assist with accounts payable, invoice review, coding, and documentation.
• Help prepare journal entry support and account reconciliations.
• Assist with month-end close tasks, including accruals, prepaid expenses, and expense analysis.
• Support reconciliations of bank accounts, warehouse lines, escrow accounts, and other balance sheet accounts.
• Maintain organized accounting records and supporting documentation.
• Help review general ledger activity for accuracy and completeness.
• Assist in preparing financial reports, dashboards, and variance analyses.
• Support budget-to-actual comparisons and expense trend reporting.
• Help analyze loan production volume, revenue, gain-on-sale activity, and operating expenses.
• Assist with branch, channel, or department-level profitability reporting.
• Support cash flow tracking and liquidity reporting.
• Help prepare management reports for senior finance leadership.
• Learn how wholesale mortgage banking revenue is generated, including lender-paid compensation, gain-on-sale margins, and loan sale proceeds.
• Assist with tracking funded loan volume, lock pipeline activity, and investor sale activity.
• Support analysis of loan-level profitability and production trends.
• Help reconcile loan funding, warehouse advances, investor settlements, and related accounting entries.
• Assist with projects involving mortgage servicing rights, early payoff activity, repurchases, or investor adjustments, as applicable.
• Maintain confidentiality of borrower, company, and financial information.
• Assist with audit support and internal control documentation.
• Help gather documentation for regulatory, investor, or financial reporting requests.
• Support process improvement projects to increase accuracy and efficiency.
• Other duties as assigned

Benefits

• Paid sick leave is provided in accordance with applicable federal, state, and local laws.

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Education Level: No Education Listed