First American logo
Senior Customer Account Specialist (Remote)
full-timeSanta Ana$64k - $85k

Summary

Location

Santa Ana

Salary

$64k - $85k

Type

full-time

Explore Jobs

About this role

Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

Establish, build, and maintain mutually beneficial relationships with assigned Trust Accounting clients. Provide full-service reconciliation (from 1st tier/routine to 2nd tier/complex) to our escrow and title partners focusing on complex customer issues. Analyze customer needs, identify problems, research issues, and recommend solutions.

What You'll Do:

  • Compare financial records: Reconciliation specialists examine a company's escrow accounting records, such as ledgers and bank statements, to ensure they match

  • Identify discrepancies: They look for any inconsistencies or errors between different financial sources 

  • Investigate and resolve: When discrepancies are found, they investigate the causes and work with clients to resolve them

  • Ensure accuracy: Their primary goal is to maintain the integrity and accuracy of financial data


What You'll Bring:

  • 5-7 years of directly relevant reconciliation, accounting, or audit work experience, mortgage or title insurance industry preferred

  • Bachelor's degree or equivalent combination of education and experience

  • Proficient in Microsoft applications (Word, Outlook, Excel) and demonstrate the 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 a plus

  • Ability to work independently and collaboratively

Pay Range: $64,300.00 - $85,700.00 Annually

 

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

 

Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County.

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

Other facts

Tech stack
Reconciliation,Accounting,Audit,Mortgage,Title Insurance,Microsoft Applications,Communication Skills,Analytical Skills,Attention to Detail,Accounting Principles,Financial Software

About First American

First American Financial Corporation is a premier provider of title, settlement and risk solutions for real estate transactions. With its combination of financial strength and stability built over more than 130 years, innovative proprietary technologies, and unmatched data assets, the company is leading the digital transformation of its industry. First American also provides data products to the title industry and other third parties; valuation products and services; mortgage subservicing; home warranty products; banking, trust and wealth management services; and other related products and services. First American serves home buyers and sellers, real estate professionals, loan originators and servicers, commercial property professionals, homebuilders and others involved in residential and commercial property transactions with products and services specific to their needs. With total revenue of $9.2 billion in 2021, the company offers its products and services directly and through its agents throughout the United States and abroad.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • Establish and maintain relationships with Trust Accounting clients while providing full-service reconciliation. Analyze customer needs, identify problems, and recommend solutions.

Ready to join First American?

Take the next step in your career journey

Frequently Asked Questions

What does First American pay for a Senior Customer Account Specialist (Remote)?

First American offers a competitive compensation package for the Senior Customer Account Specialist (Remote) role. The salary range is USD 64k - 86k per year. Apply through Clera to learn more about the full compensation details.

What does a Senior Customer Account Specialist (Remote) do at First American?

As a Senior Customer Account Specialist (Remote) at First American, you will: establish and maintain relationships with Trust Accounting clients while providing full-service reconciliation. Analyze customer needs, identify problems, and recommend solutions..

Why join First American as a Senior Customer Account Specialist (Remote)?

First American is a leading Financial Services company. The Senior Customer Account Specialist (Remote) role offers competitive compensation.

Is the Senior Customer Account Specialist (Remote) position at First American remote?

The Senior Customer Account Specialist (Remote) position at First American is based in Santa Ana, California, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Senior Customer Account Specialist (Remote) position at First American?

You can apply for the Senior Customer Account Specialist (Remote) position at First American directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about First American on their website.