Senior Customer Account Specialist

Overview

This role supports escrow and title partners through full-service reconciliation work. Responsibilities include establishing and maintaining mutually beneficial relationships with assigned Trust Accounting clients, analyzing complex customer issues, and recommending solutions based on research and account needs.

Responsibilities

• Reconcile escrow accounting records (including ledgers and bank statements) to ensure records match across sources
• Compare financial records to identify discrepancies, inconsistencies, or errors
• Investigate the causes of discrepancies and work with clients to resolve issues
• Maintain the integrity and accuracy of financial data
• Provide full-service reconciliation, from 1st tier/routine to 2nd tier/complex, with a focus on complex customer issues
• Analyze customer needs, research issues, and recommend solutions

Requirements

• Bachelor’s degree or equivalent combination of education and experience
• 5–7 years of directly relevant reconciliation, accounting, or audit work experience; mortgage or title insurance industry preferred
• Proficiency in Microsoft applications (Word, Outlook, 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

Preferred Qualifications

• Mortgage or title insurance industry experience

Compensation & Benefits

• Pay Range: $64,300.00 - $85,700.00 Annually
• Pay is based on job-related knowledge, skills, experience, business requirements, and geographic location.
• Benefits package (based on eligibility) including medical, dental, vision, 401(k), PTO/paid sick leave, and an employee stock purchase plan.

Location

Note: The following statements apply only to candidates who will be working from an unincorporated area within Los Angeles County.

• Employment consideration includes qualified applicants with arrest or conviction records, consistent with applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).
• A review of an applicant’s criminal history may be conducted in connection with a conditional offer. A criminal history may have a direct, adverse, and negative relationship with material job duties for this position, potentially resulting in withdrawal of the conditional offer. Material duties may include handling confidential, proprietary, or trade secret information belonging to the employer or its customers; administrating or facilitating financial transactions; and the ability to meet customer-imposed criminal history requirements.