Senior Customer Account Specialist

First American•Washington, NV

1d•$64,300 - $85,700

About The Position

Establish, build, and maintain mutually beneficial relationships with assigned Trust Accounting clients. Provide full-service reconciliation, from routine first-tier work to complex second-tier work, to escrow and title partners, with a focus on complex customer issues. Analyze customer needs, identify problems, research issues, and recommend solutions. The role compares escrow accounting records, such as ledgers and bank statements, identifies inconsistencies between financial sources, investigates discrepancies, and works with clients to resolve them while maintaining accurate financial data.

Requirements

Bachelor's degree or equivalent combination of education and experience.
5–7 years of directly relevant reconciliation, accounting, or audit work experience.
Proficiency in Microsoft Word, Outlook, and Excel, and ability to learn custom applications.
Excellent verbal and written communication skills.
Strong analytical skills and attention to detail.
Knowledge of accounting principles.
Experience with financial software.
Ability to work independently and collaboratively.

Nice To Haves

Experience in the mortgage or title insurance industry is preferred.

Responsibilities

Establish, build, and maintain relationships with assigned Trust Accounting clients.
Provide routine and complex reconciliation services to escrow and title partners, focusing on complex customer issues.
Analyze customer needs, identify problems, research issues, and recommend solutions.
Compare escrow accounting records, such as ledgers and bank statements, to ensure they match.
Identify inconsistencies or errors between financial sources.
Investigate the causes of discrepancies and work with clients to resolve them.
Maintain the integrity and accuracy of financial data.