Position Overview 

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Cash & Bank Reconciliation Processor to join our growing team.

Essential Functions: 

• Reconcile and balance MSP bank account daily
• Provide management outstanding items within the Payment Clearing bank account
• Assist in the research of any outstanding items so they can clear timely
• Complete transfers as needed for bank accounts
• Monitor all bank accounts the Servicing department is responsible to ensure funds are addressed and applied accordingly
• Assist team with remote deposit requirements as needed
• Assist supervisor/manager with projects as needed
• Assist the Management team with proper updating of policies and procedures
• Be flexible with their time and schedule in order to meet the needs of the business
• Perform other duties that may be assigned by Management.
• Assist with identifying training opportunities

Minimum Qualifications: 

• Minimum of three years’ mortgage/real estate related experience
• 2 - 3 years of MSP experience
• Exposure with Microsoft Office, proficient in Excel
• Strong attention to detail, goal oriented
• Time management skills
• Ability to prioritize multiple tasks and work well under deadlines
• Patience and ability to manage stress
• High school diploma or GED

Physical Demand: 

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
• Must be able to talk, listen and speak clearly on telephone
• Able to sit at a work station for prolonged periods of time
• Must be able to physically type