Senior Customer Account Specialist

First American

. Establish, build, and maintain mutually beneficial relationships with assigned Trust Accounting clients .

Posted 10/16/2026full-timeRemote • United StatesSenior💰 $64,300 - $85,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in reconciliation and accounting, with a strong focus on maintaining financial data integrity and resolving discrepancies. Proficient in analyzing customer needs and providing effective solutions within the mortgage or title insurance industry.

Highest-signal resume keywords

Reconciliation ExperienceAccounting Principles KnowledgeFinancial Software ProficiencyAnalytical SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

ReconciliationAccountingAuditFinancial AnalysisProblem Solving

Soft Skills

Attention to DetailIndependent WorkCollaboration

Tools & Technologies

Microsoft WordMicrosoft OutlookMicrosoft ExcelCustom Applications

Industry Keywords

Mortgage IndustryTitle Insurance IndustryEscrow AccountingFinancial Data Integrity

About the role

Key responsibilities & impact

Establish, build, and maintain mutually beneficial relationships with assigned Trust Accounting clients
Provide full-service reconciliation from routine first-tier to complex second-tier issues
Support escrow and title partners with complex customer issues
Compare escrow accounting records, including ledgers and bank statements
Identify inconsistencies and errors between financial sources
Investigate discrepancies and work with clients to resolve them
Maintain the integrity and accuracy of financial data
Analyze customer needs, identify problems, research issues, and recommend solutions

Requirements

What you’ll need

Bachelor's degree or equivalent combination of education and experience
5-7 years of directly relevant reconciliation, accounting, or audit work experience
Mortgage or title insurance industry experience preferred
Proficient in Microsoft Word, Outlook, and Excel
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
Ability to work independently and collaboratively

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
401k
PTO/paid sick leave
Employee stock purchase plan
Inclusive, people-first workplace culture
Equal opportunity employment