Financial Operations Associate

2 weeks ago

San Diego, California, United States OneTrust Home Loans Full time
Job Overview

ABOUT ONETRUST HOME LOANS

OneTrust Home Loans is a reputable organization recognized for its commitment to quality products and services. As a member of our professional team, you will play a vital role in our success. We are a Fortune 5000 company specializing in various financing options, including conventional, FHA, VA, USDA, and jumbo loans. Our innovative approach leverages cutting-edge technology to enhance the home loan process, positioning us as leaders in the industry. We prioritize understanding our clients' financing aspirations, providing them with comprehensive insights and strategic advice on mortgage options and market trends.

Our employees' success is paramount to our mission. We strive to equip our team with the latest competitive tools and resources. We foster an environment of open communication, where management and staff engage in constructive feedback. Exceptional contributions are acknowledged, and employees are eligible for key programs. To attract and retain individuals who embody our values of integrity, transparency, innovation, and excellence, we offer appealing employment packages, promote work-life balance, and provide extensive training opportunities within a dynamic business culture.

Position Summary

The Financial Operations Associate will deliver accounting and administrative support to our office.

Key Responsibilities

  • Handle incoming calls professionally.
  • Process daily correspondence and mail.
  • Record and deposit checks received.
  • Assist in the documentation of daily wire transactions.
  • Manage and post daily payments in accounting software.
  • Support the processing and posting of check requests.
  • Review monthly expense reports for accuracy.
  • Prepare daily financial reports.
  • Document daily credit card payments.
  • Ensure compliance with state and federal banking regulations regarding trust accounts.
  • Assist in timely completion of bank reconciliations.
  • Maintain a comprehensive system of accounting policies and procedures.
  • Verify entries and reconcile processed work with system reports.
  • Safeguard organizational information by maintaining confidentiality.
  • Enhance job knowledge through participation in educational opportunities.
  • Contribute to the achievement of accounting and organizational goals.
  • Complete required regulatory and compliance training.
  • Exhibit punctuality, follow managerial directions, and collaborate effectively with colleagues.
  • Perform additional duties as assigned.

The responsibilities outlined above provide a general overview of the role and are not intended to be an exhaustive list of all duties and qualifications required.

Education and Experience:

  • At least 2 years of experience in an accounting-related role.
  • Familiarity with generally accepted accounting principles.
  • Bachelor's Degree is preferred.

Skills and Competencies

  • Proficient in word processing, spreadsheet, and email software.
  • Strong written and verbal communication skills, coupled with high professional integrity.
  • Exceptional customer service abilities.
  • Maintain a positive and constructive attitude in the workplace.
  • Excellent time management and organizational skills in a fast-paced environment.
  • Meticulous attention to detail and quality.
  • Able to thrive in a dynamic work setting.

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