Cash & Bank Reconciliation Specialist

Triad Financial Services Inc; Jacksonville (FL); On-site; USD 48,000 - 62,000; Full time

Job summary

Triad Financial Services is seeking a Cash & Bank Reconciliation Processor in Jacksonville, FL to balance bank accounts daily and address outstanding items in a fast-paced Servicing environment.

The role requires mortgage/real estate experience, MSP familiarity, and strong Excel skills. Candidates should be detail-oriented, organized, and capable of prioritizing multiple tasks under deadlines.

Qualifications

• Minimum of three years’ mortgage/real estate related experience.
• 2 - 3 years of MSP experience.
• Exposure with Microsoft Office, proficient in Excel.
• Strong attention to detail.
• Ability to prioritize multiple tasks and work well under deadlines.
• Patience and ability to manage stress.
• High school diploma or GED.

Responsibilities

• Reconcile and balance MSP bank account daily.
• Provide management outstanding items within the Payment Clearing bank account.
• Assist in the research of any outstanding items so they can clear timely.
• Complete transfers as needed for bank accounts.
• Monitor all bank accounts the Servicing department is responsible to ensure funds are addressed and applied accordingly.
• Assist team with remote deposit requirements as needed.
• Assist supervisor/manager with projects as needed.
• Assist the Management team with proper updating of policies and procedures.
• Be flexible with their time and schedule in order to meet the needs of the business.
• Perform other duties that may be assigned by Management.
• Assist with identifying training opportunities.

Skills

Attention to detail

Prioritize multi tasks

Stress management

Strong numeric/analytical

Education

High school diploma or GED

Tools

Microsoft Office

Excel

Job description

Triad Financial Services is seeking a Cash & Bank Reconciliation Processor in Jacksonville, FL to balance bank accounts daily and address outstanding items in a fast-paced Servicing environment.

The role requires mortgage/real estate experience, MSP familiarity, and strong Excel skills. Candidates should be detail-oriented, organized, and capable of prioritizing multiple tasks under deadlines.