Senior Customer Account Specialist

First American; Santa Ana (CA); On-site; USD 64,000 - 86,000; Full time

Benefits offered by this job

medical

dental

vision

401k

PTO/paid sick leave

employee stock purchase plan

Job summary

First American Trust in Santa Ana, CA seeks a reconciliation specialist to establish, build, and maintain relationships with Trust Accounting clients and to deliver full-service reconciliation from routine to complex issues.

You will identify discrepancies, investigate causes, and resolve issues while ensuring the integrity and accuracy of financial data; the role requires a Bachelor’s degree or equivalent and 5–7 years of relevant experience, plus strong computer, analytical, and communication

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 5-7 years of directly relevant reconciliation, accounting, or audit work experience; mortgage/title insurance preferred.
• Proficient in Microsoft Word, Outlook and Excel; able to learn custom applications.
• Excellent verbal and written communication skills; strong analytical ability and attention to detail.
• Knowledge of accounting principles and experience with financial software.
• Ability to work independently and collaboratively.

Responsibilities

• Compare financial records: reconcile escrow accounting records, ledgers and bank statements to ensure they match.
• Identify discrepancies and errors between different financial sources.
• Investigate and resolve discrepancies by determining causes and working with clients.
• Maintain the integrity and accuracy of financial data.

Skills

5-7 years reconciliation/ accounting /

Education

Bachelor’s degree or equivalent combination of education and experience

Job description

Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

Establish, build, and maintain mutually beneficial relationships with assigned Trust Accounting clients. Provide full-service reconciliation (from 1st tier/routine to 2nd tier/complex) to our escrow and title partners focusing on complex customer issues. Analyze customer needs, identify problems, research issues, and recommend solutions.

What You’ll Do

• Compare financial records: Reconciliation specialists examine a company’s escrow accounting records, such as ledgers and bank statements, to ensure they match
• Identify discrepancies: They look for any inconsistencies or errors between different financial sources
• Investigate and resolve: When discrepancies are found, they investigate the causes and work with clients to resolve them
• Ensure accuracy: Their primary goal is to maintain the integrity and accuracy of financial data

What You’ll Bring

• 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
• Proficient in Microsoft applications (Word, Outlook, Excel) and demonstrate the 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

Pay Range

Pay Range: $64,300.00 - $85,700.00 Annually This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act). First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment:

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it’s the right thing to do, but because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

• medical
• dental
• vision
• 401k
• PTO/paid sick leave
• employee stock purchase plan

First American’s comprehensive benefits package includes the above and other great benefits. Our people are the foundation of First American’s success and that is the reason we put them first.