Bank Reconciliation Analyst

This is a fully remote position, open to applicants in South Carolina.

📋 Description

• Reconcile designated bank accounts and loan activities in accordance with departmental policies and guidelines.

• Validate bank statement transactions against checklists and system reports.

• Collaborate with internal teams and business units to ensure processes align with both internal and external guidelines.

• Maintain strong working relationships with internal and external business groups and address issues in a timely manner.

• Assist in the review and response to requests from internal, external, investor, regulatory, and state audits.

• Generate error log reports and adhere to escalation procedures in the event of process breakdowns.

• Review payment applications to ensure compliance with investor and company guidelines.

• Analyze new reporting formats and proposed changes to reconciliation requirements.

• Ensure the implementation and functionality of new servicing and reporting requirements.

• Assist in maintaining policies and procedures in line with company and investor guidelines.

⛳️ Requirements

• 2–5 years of experience and/or training in an Investor Reporting mortgage servicing environment.

• A minimum of 2 years of experience in bank reconciliation.

• Ability to read, analyze, and interpret technical procedures and government regulations.

• Strong analytical skills and problem resolution capabilities.

• Proficiency in writing reports, business correspondence, and procedure manuals.

• Ability to effectively present information and address queries from both internal and external parties.

• Familiarity with the MSP Bank Reconciliation workstation.

• Ability to work with mathematical concepts such as probability and statistical inference.

• Capability to solve practical problems and handle a variety of concrete variables in situations with limited standardization.

• Skill in interpreting written, oral, diagrammatic, or schedule-based instructions.

• Strong attention to detail and excellent organizational skills.

• Ability to thrive in a team environment and possess strong interpersonal skills.

• Self-motivated and a proactive self-starter.

• Capacity to manage multiple tasks and respond promptly to emerging issues.

• Proficient in Microsoft Office.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• 401(k).

• PTO/paid sick leave.

• Employee stock purchase plan.

• Inclusive, people-first workplace culture.

• Equal opportunity employment.