Benefits:
401(k)
Competitive salary
Health insurance
Paid time off
Position Overview We are seeking a detail-oriented Staff Accountant to support the accounting and financial operations of a growing mortgage company. This role focuses heavily on data entry, transaction processing, and reconciliation of loan-related financial activity. The ideal candidate is highly organized, accurate, and comfortable working with accounting systems, loan software, and financial reports.
This position plays an important role in ensuring the accuracy of loan accounting records, commission payments, and operational financial reporting.
Key Responsibilities
Accounting & Data Entry
Perform high-volume data entry of financial transactions into the accounting system.
Record loan funding transactions, lender payments, borrower fees, and operational expenses.
Maintain accurate records for loan closings, commissions, and operational costs.
Assist with journal entries, account coding, and general ledger updates.
Reconciliations
Reconcile bank accounts, escrow accounts, and warehouse line activity.
Review loan funding reports and reconcile to accounting records.
Identify and resolve discrepancies in financial records.
Loan Accounting Support
Enter and verify loan funding data and lender payments.
Track loan fees, broker compensation, and lender credits.
Maintain accurate records related to loan pipelines, closings, and commissions.
Reporting & Documentation
Assist with preparation of monthly financial reports and reconciliations.
Maintain organized digital records for accounting documentation.
Support accounting team with audit preparation and regulatory reporting when needed.
Administrative Accounting Support
Process invoices, expense reports, and vendor payments.
Maintain internal financial spreadsheets and reporting tools.
Collaborate with operations and processing teams to ensure financial accuracy.
Qualifications
Bachelor’s degree in Accounting, Finance, or Business preferred
3-5 years of accounting, bookkeeping, or financial data entry experience.
Experience in mortgage, lending, or financial services industry preferred
Experience with accounting software such as QuickBooks Desktop, or similar systems.
Strong proficiency in Microsoft Excel.
Ability to manage large volumes of financial data with accuracy.
Exceptional attention to detail and accuracy
Strong organizational and time management skills
Ability to work independently and meet deadlines
Strong analytical and problem-solving skills
Preferred Experience
Experience with mortgage loan accounting
Knowledge of loan funding, commissions, and lender payments
Familiarity with LOS systems such as MeridianLink Mortgage, Encompass or similar platforms