Senior Customer Account Specialist (Remote)
About The Position
Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com. What We Do Establish, build, and maintain mutually beneficial relationships with assigned Trust Accounting clients. Provide full-service reconciliation (from 1st tier/routine to 2nd tier/complex) to our escrow and title partners focusing on complex customer issues. Analyze customer needs, identify problems, research issues, and recommend solutions. What You'll Do: Compare financial records: Reconciliation specialists examine a company's escrow accounting records, such as ledgers and bank statements, to ensure they match Identify discrepancies: They look for any inconsistencies or errors between different financial sources Investigate and resolve: When discrepancies are found, they investigate the causes and work with clients to resolve them Ensure accuracy: Their primary goal is to maintain the integrity and accuracy of financial data
Requirements
- 5-7 years of directly relevant reconciliation, accounting, or audit work experience, mortgage or title insurance industry preferred
- Bachelor's degree or equivalent combination of education and experience
- Proficient in Microsoft applications (Word, Outlook, Excel) and demonstrate the ability to learn custom applications
- Excellent verbal and written communication skills
- Strong analytical skills and attention to detail
- Knowledge of accounting principles
- Ability to work independently and collaboratively
Nice To Haves
- Experience with financial software a plus
Responsibilities
- Compare financial records: Reconciliation specialists examine a company's escrow accounting records, such as ledgers and bank statements, to ensure they match
- Identify discrepancies: They look for any inconsistencies or errors between different financial sources
- Investigate and resolve: When discrepancies are found, they investigate the causes and work with clients to resolve them
- Ensure accuracy: Their primary goal is to maintain the integrity and accuracy of financial data
Benefits
- Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
