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Mortgage Loan Accountant
Premier Mortgage Resources, LLC. Record and maintain accurate records of loan activities, ensuring compliance with internal policies and regulatory requirements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in accounting principles and financial reporting, with a strong focus on compliance and process improvement. Proficient in advanced Microsoft Excel functions and capable of effectively communicating financial information to stakeholders.
Highest-signal resume keywords
Accounting ExperienceFinancial ReportingAdvanced Microsoft ExcelKnowledge of GAAPMortgage Industry Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial TransactionsGeneral Ledger EntriesBalance Sheet ReconciliationReport Compilation and AnalysisProcess Improvement
Soft Skills
Verbal CommunicationWritten CommunicationAnalytical SkillsAttention to Detail
Tools & Technologies
Microsoft ExcelAccounting SoftwareByteAMB
Certifications & Qualifications
Bachelor's Degree in Accounting
Industry Keywords
Loan ActivitiesRegulatory ComplianceFinancial ReviewsBorrower Refunds
About the role
Key responsibilities & impact- Record and maintain accurate records of loan activities, ensuring compliance with internal policies and regulatory requirements
- Compile and analyze reports related to loan transactions, assisting in daily and monthly financial reviews and closings
- Make entries into the general ledger system and perform regular reconciliations of balance sheet accounts
- Collaborate closely with Operations to ensure timely processing of borrower refunds and other pertinent transactions
- Utilize advanced Microsoft Excel skills to develop and maintain spreadsheet reports for management review
- Apply knowledge of Generally Accepted Accounting Principles (GAAP) to ensure financial statements are prepared accurately
- Identify opportunities for process improvements and work with management to implement changes as needed
- Undertake special projects and assignments as directed by management
Requirements
What you’ll need- 2-5 years of experience in accounting, with a strong understanding of financial transactions and reporting
- Prior experience within the mortgage industry is preferred
- Proficiency in Microsoft Excel, including advanced functions such as pivot tables and complex formulas
- Excellent verbal and written communication skills, with the ability to effectively communicate financial information to various stakeholders
- Bachelor's Degree in Accounting or a related discipline
- Familiarity with accounting software such as Byte or AMB (preferred but not required)
- Ability to adapt quickly to new software and systems
- Strong analytical skills and attention to detail
Benefits
Comp & perks- Medical plan options
- Dental coverage
- Vision coverage
- Company contributions to your HSA
- Employer-paid life insurance
- Employer-paid AD&D insurance
- Disability insurance
- Free Employee Assistance Program
- Employee ownership through our ESOP