Financial Analyst – GLM – Mortgage Accounting
About The Position
Financial Analyst – GLM Mortgage Accounting will be responsible for supporting the Wintrust Finance Corporate Controller/Accounting Department. Responsibilities will include daily cash monitoring, day-to-day cash management functions, mortgages held for sale tracking, general ledger entries, financial and investor – accounting analysis, bank and GL analysis, gain on sale allocation, as well as supporting the Corporate Controller with various special projects as needed. This role will be expected to interact cross-departmentally with multiple levels of management and handle sensitive information on a regular basis.
Requirements
- Bachelor’s degree in Accounting preferred
- A minimum of 2 years of experience preferred; experience in mortgage industry, knowledge of mortgage banking application and Workday GL system is a plus.
- Advanced Excel skills required, including XLOOKUP, VLOOKUP, complex formulas, pivot tables, macros/VBA, as well as proficiency in Microsoft Office applications and Outlook.
- Ability to work under pressure with strict time deadlines and attention to detail; ability to multi-task
- Must have excellent interpersonal, organizational and communication (both written and oral) skills; must have excellent time-management skills.
Nice To Haves
- experience in mortgage industry
- knowledge of mortgage banking application and Workday GL system
Responsibilities
- Monitor, interpret, and post activity for operating bank accounts, cash clearing accounts, and wire transfer accounts
- Complete general ledger entries and daily reconciliations for mortgage related activity across multiple loan origination systems
- Work with the AVP Finance Manager and Accounting department in the Month End Close process.
- Responsible for various general ledger account analysis
- Maintains and improves quality results by following standards and recommending improved policies and procedures
- Take accountability for the achievement of goals set forth by management
- Continual development and improvement of financial reports
- Working as part of a team and effectively supporting colleagues
Benefits
- Medical Insurance
- Dental
- Vision
- Life insurance
- Accidental death and dismemberment
- Short-term and long term Disability Insurance
- Parental Leave
- Employee Assistance Program (EAP)
- Traditional and Roth 401(k) with company match
- Flexible Spending Account (FSA)
- Employee Stock Purchase Plan at 5% discount
- Critical Illness Insurance
- Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
