Unclaimed Property Specialist (Hybrid - CA)

First American; Santa Ana (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

First American is seeking an Unclaimed Property Specialist in Southern California to review and disburse financial items accurately while maintaining regulatory compliance. You will analyze outstanding checks, serve as the main contact for escrow branches and customers, and escalate complex issues for resolution.

Ideal candidates have 2–3 years in unclaimed property or related fields, strong communication skills, and experience with regulatory requirements.

Qualifications

• High school diploma or equivalent required.
• 2–3 years of unclaimed property/escrow/accounting experience preferred.
• Experience with regulatory requirements and industry practices.
• Strong communication and stakeholder interaction skills.

Responsibilities

• Analyze and research outstanding checks per procedures.
• Serve as primary contact for escrow branches and customers.
• Evaluate complex issues and escalate to management.
• Identify process improvements and mitigate risk.

Skills

Communication skills

Microsoft Office

Analytical thinking

Organizational skills

Multi-tasking

Stakeholder communication

Education

High school diploma or equivalent

Tools

FAST

TrustLink

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

As an Unclaimed Property Specialist, you will play a key role in ensuring outstanding financial items are reviewed, researched, and disbursed accurately while maintaining compliance with company policies and regulatory requirements.

What You'll Do

• Analyze and research outstanding checks in accordance with established company procedures, regulatory requirements, and applicable state unclaimed property guidelines.
• Serve as the primary point of contact for escrow branches and customers, responding to inquiries, resolving issues, and providing exceptional service.
• Evaluate complex issues and elevate matters to management as appropriate, providing research and recommendations to support resolution.
• Identify opportunities to improve processes, mitigate risk, enhance operational efficiency, and support issue resolution efforts.

What You'll Bring

• High school diploma or equivalent required.
• Two to three years of experience in unclaimed property, escrow operations, accounting, banking, title, or a related field preferred.
• Working knowledge of department processes, industry practices, and applicable regulatory requirements.
• Strong verbal and written communication skills with the ability to effectively interact with internal and external stakeholders.
• Demonstrated ability to build and maintain positive working relationships across teams and business partners.
• Experience with FAST and TrustLink systems strongly preferred.
• Proficient in Microsoft Office applications, including Excel, Word, and Outlook.
• Strong analytical, problem-solving, and organizational skills with exceptional attention to detail.
• Ability to manage multiple priorities, exercise sound judgment, and work independently in a fast-paced environment.

** 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: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

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.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.