Cash & Bank Reconciliation Specialist

Triad Financial Services, Inc.; Jacksonville (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Triad Financial Services, Inc. in Jacksonville, FL seeks a Cash & Bank Reconciliation Processor to support daily reconciliation of bank accounts, item research, transfers, and cash application in a mortgage/real estate context.

Ideal candidates have 3+ years in mortgage/real estate, MSP experience, strong Excel skills, and a proven ability to manage multiple tasks under deadlines. This full-time role requires precise attention to detail and a patient, team-oriented approach.

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, goal oriented.
• 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

Mortgage/Real Estate experience

MSP experience

Attention to detail

Prioritization

Stress management

Phone/communication

Education

High school diploma or GED

Tools

Microsoft Office

Excel

Job description

Triad Financial Services, Inc. in Jacksonville, FL seeks a Cash & Bank Reconciliation Processor to support daily reconciliation of bank accounts, item research, transfers, and cash application in a mortgage/real estate context.

Ideal candidates have 3+ years in mortgage/real estate, MSP experience, strong Excel skills, and a proven ability to manage multiple tasks under deadlines. This full-time role requires precise attention to detail and a patient, team-oriented approach.