Senior Customer Account Specialist (Remote)

Overview

A federal savings bank with over five decades of experience in banking, wealth management, and trust solutions is seeking a Reconciliation Specialist to establish, build, and maintain mutually beneficial relationships with assigned Trust Accounting clients. This role focuses on providing full-service reconciliation, ranging from routine to complex issues, particularly for escrow and title partners.

Responsibilities

• Compare financial records such as ledgers and bank statements to ensure accuracy and consistency
• Identify discrepancies or errors between different financial sources
• Investigate causes of discrepancies and collaborate with clients to resolve them
• Maintain the integrity and accuracy of financial data

Requirements

• Bachelor's degree or equivalent combination of education and experience
• 5-7 years of directly relevant reconciliation, accounting, or audit experience; experience in mortgage or title insurance industry preferred
• Proficiency in Microsoft Word, Outlook, and Excel; 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

Compensation & Benefits

• Annual pay range: $64,300.00 - $85,700.00
• Pay is based on factors including job-related knowledge, skills, experience, business requirements, and geographic location
• Comprehensive benefits package including medical, dental, vision, 401(k), paid time off, paid sick leave, and an employee stock purchase plan (based on eligibility)

Location & Additional Information

• Candidates working from unincorporated areas within Los Angeles County will be considered in compliance with applicable state and local laws
• Employment consideration includes applicants with arrest or conviction records consistent with fair chance hiring laws
• A criminal history review will be conducted following a conditional offer due to the nature of job duties involving confidential information and financial transactions

This role offers an inclusive and supportive work environment that values diversity and encourages employees to bring their full, unique selves to work.