Senior Customer Account Specialist (remote)

Job Opportunity At First American Trust

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 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 ten 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.

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:

• 5-7 years of directly relevant reconciliation, accounting, or audit work experience, mortgage or title insurance industry preferred
• Bachelor's degree or equivalent combination of education and experience
• 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 a plus
• Ability to work independently and collaboratively

The pay range for this role is $62,700.00 - $83,600.00 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.

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.