The Escrow Trust Accounting Specialist provides service to national operations in a fast-paced customer service environment. ETA Specialists are responsible for the reconciliation and maintenance of all fiduciary accounts; reporting concerns to management and handling highly confidential information.
Complete both daily and monthly bank reconciliation for escrow trust, underwriter premium, notary and recording accounts, resolving top sheet exceptions promptly.
Provide customer service to operations – conducting research and resolving issues.
Process funds transfers, including wire and book transfers and ACH.
Work cooperatively and courteously with others.
Review and research Positive Pay and overdraft exceptions.
Prepare various daily and monthly reports.
Other duties and responsibilities as assigned by supervisor.
Requirements
Combination of education and experience that enables performance in all aspects of the position. High School Diploma required, Accounting or related degree preferred.
Minimum of 3 years’ experience in accounting; bank reconciliation and/or banking experience preferred. Business knowledge – banking, or accounting experience with the title, escrow, or mortgage industry preferred.
Beneficial technical skills: Familiarity with industry-specific applications – ResWare and web-based banking platforms for major financial institutions. Experience in funds transfer processing preferred.
Demonstrated detail orientation and commitment to produce work or deliver service of superior quality and quantity. Sets high standards and takes pride in the end product or resulting relationship. Strives to attain results with follow-up and persistence. Attention to detail and high level of accuracy and high productivity to meet urgent, fixed deadlines.
Anticipates and identifies needs, then takes action. Maintains professional rapport and impartial judgment. Excellent customer service skills, establishing and maintaining effective working relationships with those contacted in the course of the work, including bank representatives, escrow officers, vendors and others.
Strong communication skills – with co-workers, management and vendors. Clear, concise and effective oral and written communication the ability to seek direction and keep supervisor informed of job status.
Excellent organizational and analytical skills, attention to detail and initiative to improve processes. Offer positive contributions through tenacious problem solving and the ability to identify issues and bring about resolution.
Basic math for calculating file and ledger discrepancies, etc.
Team player – looks for ways to contribute; helps others as needed. Requests additional tasks or assignments to accommodate fluctuating workflow. Works to build strong relationships with all associates in the department. Self-starter, able to work with limited supervision. Acts as a leader, involved with the training of less experienced associates.
A natural drive to live by our Core Values.
Benefits
Benefits for Full-time Employees including: medical, dental, vision, commuter benefits, as well as many other cutting edge employee options not typically found on the market
Remote work friendly environment
Trusting and motivating management as a result of a unique company culture
Continuous training and growth opportunities
A company partnered with giants of the industry to support your success
Work/Life Balance - We encourage taking Paid Time Off (PTO)!
12 Weeks of Paid Family Bonding Leave (Maternity and Paternity)
Incredible medical, dental, and vision benefits options to allow you to customize to you and your family’s needs that all start in the following month following your first day of employment
Health Savings Account (HSA)
401K with company match program
Short-Term & Long-Term Disability
Supplemental Life and AD&D Insurance
Critical Illness, Injury and Hospital Insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
bank reconciliationfunds transfer processingaccountingattention to detailreport preparationdata analysismath skills
Soft skills
customer servicecommunicationorganizational skillsanalytical skillsproblem solvingteam playerinitiativedetail orientationleadershiprelationship building