Accountant - Loan and Mortgage Specialist

1 day ago


Tulsa, Oklahoma, United States Patrice & Associates Franchising, LLC Full time
Job Title: Accountant - Loan and Mortgage Specialist

At Patrice & Associates Franchising, LLC, we are seeking an experienced Accountant - Loan and Mortgage Specialist to join our team. This role will be responsible for managing and overseeing all accounting functions related to loans and mortgages.

Key Responsibilities:

  • Oversee the accounting processes for loans and mortgages, including recording, reconciling, and reporting transactions.
  • Ensure compliance with relevant accounting standards (GAAP, IFRS) and regulatory requirements.
  • Prepare and review financial statements, balance sheets, and other financial reports related to loan and mortgage portfolios.
  • Conduct regular audits and reconciliations of loan and mortgage accounts to ensure accuracy and completeness.
  • Analyze financial data and provide insights to support decision-making processes.
  • Develop and implement accounting policies and procedures to enhance efficiency and accuracy in loan and mortgage accounting.
  • Collaborate with internal and external auditors during audits and examinations.
  • Monitor changes in industry regulations and accounting standards and ensure timely implementation of necessary adjustments.
  • Assist in budgeting, forecasting, and financial planning related to loan and mortgage portfolios.
  • Provide mentorship and guidance to junior accounting staff, fostering a culture of continuous learning and professional development.

Requirements:

  • Bachelor's degree in Accounting, Finance, or a related field. CPA or CMA certification is highly preferred.
  • Minimum of 10 years of experience in accounting, with a strong focus on loan and mortgage accounting.
  • In-depth knowledge of GAAP, IFRS, and regulatory requirements related to loans and mortgages.
  • Proven experience in financial reporting, analysis, and auditing.
  • Proficiency in Sage accounting software, Excel, and financial management systems.
  • Strong analytical skills, with attention to detail and accuracy.
  • Excellent customer service skills on the phone and in person.
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
  • Demonstrated ability to manage multiple tasks and meet tight deadlines in a fast-paced environment.
  • High level of integrity, professionalism, and ethical standards.

Benefits:

  • Amazing benefit package provided by the employer covering all medical and dental insurance.
  • PTO.
  • 11 paid holidays and closed on major bank holidays.
  • Monday - Friday 8am - 5:30pm work week.
  • No weekends.


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