Senior Financial Accountant

5 days ago

Kalispell, Montana, United States Mann Mortgage Full time
Job Summary

Mann Mortgage is seeking a highly skilled Senior Financial Accountant to join our team. As a key member of our accounting department, you will be responsible for assisting our Controller in all areas to support and ensure a timely and reliable month-end close process.

Key Responsibilities
  • Assist in maintaining proper balances in accounts, ensuring the integrity of all records.
  • Understand and maximize the application of all Company software as it relates to accounting functions and processes.
  • Follow and train to standard on all Company and department policies and Best Practices to ensure completeness of accounting records.
  • Monitor loan accounting transactions to ensure accuracy, understanding, and completion.
  • Assist in the comprehensive implementation of new or changing accounting practices and procedures as necessary to support Company and department initiatives.
  • Review and approve Accounts Payable bill payments as submitted by the Accounting Team.
  • Process daily cash transfers to ensure proper balances exist in all Company checking accounts.
  • Initiate Wires and ACH transfers as requested.
  • Prepare timely deposits of checks received.
  • Review Cash Receipts and Deposits as they are posted.
  • Assist in tracking and collection of First Payments Receivable.
  • Review and monitor all Trust deposits and related liabilities to ensure timely reconciliation of assets and liabilities.
  • Manage warehouse transactions, ensuring timely responses to Operations Personnel and Warehouse Representatives.
  • Assist in ensuring timely receipt and recording of Investor Purchase Advices and timely pay down of Warehouse balances as applicable.
  • Manage banking relationships and paperwork, ensuring continuity, dual controls, and backup for all accounts and banking transactions and functions.
  • Respond to loan-related inquiries with accuracy and timeliness.
  • Back up Post Close Representative - responding to questions regarding Post Close discrepancies for positive resolution.
  • Assist Post Close Representative with post-close escrow reviews and analysis, ensuring all discrepancies are resolved and funds are disbursed as required.
  • Assist Purchase Clearing with post-close warranty work loans to ensure best possible results are obtained.
  • Assist in researching and reviewing loan losses to be potentially submitted to arbitration or to Captive for reimbursement.
  • Ensure department success through coaching for clear understanding of task requirements and by supporting an environment that is conducive to teamwork, creativity, and quality.
  • Successfully complete and comply with the annual AML/Fraud training and other mandatory trainings that may be assigned.
  • Meet expectations for attendance, punctuality, and scheduling.
  • Maintain a highly secure workspace area.
  • Ensure controls and security exist over access to all Company accounts and other sensitive information.
  • Demonstrate, at all times, cooperative behavior and positive interaction with supervisors and Company team members and departments, branch personnel, and investors, ensuring all communications and interactions are done in a courteous, professional, and timely manner.
  • Supports Mann Mortgage Mission, Vision, and Sales First culture.
  • Demonstrate at all times commitment to the Company's Sales First Formula of 'Doing it Right the First Time, Doing it Fast, and Showing you Care'.
  • Consistently display a high level of professionalism and integrity in all interactions associated with Mann Mortgage the Company and Mann Mortgage personnel.
Requirements
  • Excellent interpersonal and written and verbal communication skills demonstrated by effective and professional communications.
  • Ability to effectively prioritize to meet deadlines and expectations without compromising the accuracy and reliability of deliverables.
  • Ability to effectively manage projects to completion.
  • Ability to work independently and as a team.
  • Ability to multi-task and prioritize with attention to detail in a fast-paced environment while working with minimal supervision.
  • Ability to problem solve while considering details but also understanding the big picture.
  • An analytical approach as well as an eye for developing efficiencies.
  • Highly accountable toward quality of work.
  • Proficiency in Microsoft Excel and ability to carefully manage documents and maintain shared drives.
  • Ability and patience to work around and through interruptions.
  • Consistent strength in leadership and desire to help others learn and succeed; Maintain a high standard of performance of self.
  • Self-starter.
  • Creative thinker.
  • Professional appearance, business casual, occasionally required business formal.
  • Punctual.
Education and Experience
  • High School Diploma or GED required.
  • 4+ years of accounting or finance-related work experience.
  • 2+ years mortgage-related experience.
  • BS in Accounting or Finance preferred, or additional related work experience.

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