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Bank Reconciliation Analyst
First AmericanPosted 10/19/2026full-timeRemote • South Carolina • United StatesJuniorMid-Level💰 $21 - $28 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in bank reconciliation and investor reporting within a mortgage servicing environment, with strong analytical skills and attention to detail. Proficient in collaborating with internal and external stakeholders to ensure compliance with guidelines and effectively manage multiple tasks.
Highest-signal resume keywords
Bank Reconciliation ExperienceInvestor Reporting KnowledgeAnalytical SkillsMSP Bank Reconciliation WorkstationMicrosoft Office Proficiency
About the role
Key responsibilities & impact- Reconcile assigned bank accounts and loan activity according to departmental policies and guidelines
- Validate bank statement activity against checklists and system reports
- Collaborate with internal teams and business units to align processes with internal and external guidelines
- Maintain working relationships with internal and external business groups and resolve issues promptly
- Assist with reviewing and responding to internal, external, investor, regulatory, and state audit requests
- Generate error log reports and follow escalation procedures for process breaks
- Review payment applications for compliance with investor and company guidelines
- Analyze new reporting formats and proposed changes to reconciliation requirements
- Ensure new servicing and reporting requirements are implemented and functioning
- Assist in maintaining policies and procedures according to company and investor guidelines
Requirements
What you’ll need- 2–5 years of experience and/or training in an Investor Reporting mortgage servicing environment
- Minimum of 2 years of bank reconciliation experience
- Ability to read, analyze, and interpret technical procedures and government regulations
- Strong analytical and resolution skills
- Proficiency in writing reports, business correspondence, and procedure manuals
- Ability to effectively present information and respond to questions from internal and external sources
- Understanding of the MSP Bank Reconciliation workstation
- Ability to work with mathematical concepts such as probability and statistical inference
- Ability to solve practical problems and deal with a variety of concrete variables where limited standardization exists
- Ability to interpret written, oral, diagram, or schedule-based instructions
- Great attention to detail and organizational skills
- Ability to work in a team environment and strong interpersonal skills
- Self-motivated; self-starter
- Ability to manage multiple tasks and respond quickly to emergent problems
- Proficient in Microsoft Office
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- PTO/paid sick leave
- Employee stock purchase plan
- Inclusive, people-first workplace culture
- Equal opportunity employment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Bank ReconciliationInvestor ReportingReport WritingTechnical Procedure AnalysisCompliance ReviewMathematical ConceptsError Log GenerationProcess ImprovementAudit ResponseData Analysis
Soft Skills
Attention to DetailOrganizational SkillsInterpersonal SkillsProblem-SolvingTeam Collaboration
Tools & Technologies
MSP Bank Reconciliation WorkstationMicrosoft Office
Industry Keywords
Mortgage ServicingInvestor GuidelinesRegulatory ComplianceAudit RequestsDepartmental Policies