Senior Customer Account Specialist

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

• Develop, nurture, and sustain mutually beneficial partnerships with designated Trust Accounting clients.

• Deliver comprehensive reconciliation services, addressing everything from routine first-tier matters to intricate second-tier challenges.

• Assist escrow and title partners in managing complex customer inquiries.

• Review escrow accounting records, encompassing ledgers and bank statements.

• Detect discrepancies and errors among various financial sources.

• Examine inconsistencies and collaborate with clients to resolve them.

• Uphold the integrity and precision of financial data.

• Assess customer requirements, pinpoint problems, investigate issues, and propose solutions.

⛳️ Requirements

• A Bachelor's degree or a comparable combination of education and experience.

• 5-7 years of pertinent experience in reconciliation, accounting, or audit roles.

• Background in the mortgage or title insurance sector is preferred.

• Proficient in Microsoft Word, Outlook, and Excel.

• Capability to learn proprietary applications.

• Exceptional verbal and written communication abilities.

• Strong analytical skills with a keen eye for detail.

• Understanding of accounting principles.

• Experience with financial software applications.

• Ability to work both independently and as part of a team.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• 401k

• PTO/paid sick leave

• Employee stock purchase plan

• Inclusive, people-first workplace culture

• Equal opportunity employment