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First American · 1 month ago

Senior Customer Account Specialist (Remote)

United States

Full-time

Remote

Senior Level

$64K/yr - $86K/yr

5+ years exp

First American is a federal savings bank that has provided banking, wealth management, and trust solutions for over five decades. The Senior Customer Account Specialist will establish and maintain relationships with Trust Accounting clients, providing reconciliation services and resolving complex customer issues.

Financial ServicesInsuranceProperty InsuranceReal EstateReal Estate Investment

Responsibilities

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

Qualification

Reconciliation experienceAccounting principlesFinancial softwareMicrosoft applicationsAnalytical skillsCommunication skillsAttention to detailTeam collaboration