Treasury Operations Sr. Associate

Newmark

Lower Gwynedd Township (PA)

On-site

USD 70,000 - 90,000

Full time

14 days+

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Job summary

A leading commercial real estate firm seeks an experienced professional for overseeing Treasury Operations in Lower Gwynedd, PA. Responsibilities include managing Treasury Operations Associates, ensuring compliance in payment processes, troubleshooting issues, and reporting cash balances. Candidates should have a Bachelor's Degree and over 5 years' experience in the financial services sector. Supervisory experience is preferred. The role requires strong organizational, communication, and decision-making skills in a fast-paced environment.

Qualifications

  • 5+ years of related work experience, preferably in mortgage banking or financial services environment.
  • Supervisory experience preferred.

Responsibilities

  • Oversee Treasury Operations Associates' duties and transactions.
  • Review payment instructions for accuracy and compliance.
  • Troubleshoot payment application issues.
  • Conduct monthly cash balance reporting for management.
  • Coordinate opening accounts with new banking relationships.

Skills

Problem solving
Client satisfaction
Organizational skills
Flexibility
MS Excel
Communications

Education

Bachelor's Degree

Tools

MS Word

Job description

Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries(\u201cNewmark\u201d), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark\u2019s comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform\u2019s global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the twelve months ended December 31, 2025, Newmark generated revenues of over $3.3 billion. As of December 31, 2025, Newmark and its business partners together operated from approximately 175 offices with over 9,300 professionals across four continents. To learn more, visit nmrk.com or follow @newmark.

The position will be located in Lower Gwynedd, PA.

Essential Duties and Responsibilities
  • Oversee the duties and provide coverage as needed for Treasury Operations Associates. Including borrower receipts, transaction postings, maintaining payment instructions and batch posting reconciliations.
  • Review instructions input by Treasury Operations Associates to ensure payment and auto debit data is accurate and documentation meets internal compliance standards.
  • Work with various servicing business units to answer questions regarding posting forms and other payment applications.
  • Troubleshoot and elevate payment application issues, failures or delays. Including but not limited to inbound and outbound file transmission failures.
  • Daily comparison between bank activity and system generated transactions.
  • Advance funding, tracking and reporting.
  • Perform monthly allocation of funds from borrower cash management accounts.
  • Monthly and quarterly cash balance reporting for senior management.
  • Various system and administrative duties with regards to bank websites and internal applications.
  • Coordinate the opening of accounts upon the establishment of a new bank relationship and establish entitlements to associates.
  • Perform testing for application releases and upgrades.
  • Write, maintain and test written policies and procedures on an ongoing basis for department related responsibilities and revise as needed.
  • Role may include supervisory responsibilities for a team of 2-3 associates.
Core Competencies
  • Problem solving and decision making to ensure client satisfaction while managing the risk of the company
  • Demonstrated ability to organize & prioritize work; effectiveness in managing multiple tasks
  • Flexibility and ability to respond to rapidly changing priorities; work productively in a fast-paced, evolving work environment
  • Highly developed computer skills, specifically using MS Excel, Word
  • Pro‑active team player
  • Establish and monitor policies and procedures
  • Initiative in identifying, designing and implementing process improvements in day to day duties
  • Strong interpersonal skills; ability to work in and support a team environment
  • Excellent verbal and written communications skills are mandatory
Qualifications
  • Bachelor's Degree preferred.
  • Supervisory experience preferred.
  • 5+ years related work experience, preferably in mortgage banking or financial services environment
Working Conditions

Normal working conditions with the absence of disagreeable elements.

Note:

The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

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