Mortgage Accounting Liaison
On-siteJacksonville, Florida, United States
Job Summary
Coordinate issue resolution and track open items across Mortgage Accounting, Servicing, Operations, and Compliance to ensure timely communication and sustainable resolution of mortgage accounting matters. Maintain organized documentation of process flows, control points, and exception logs to support audit readiness and operational consistency. Validate general ledger activity, clearing, suspense, and escrow accounts while identifying trends and data gaps impacting month-end close. Prepare status updates, aging reports, and governance materials for leadership and project teams. Assist with MSP stabilization, system conversion, and user acceptance testing to optimize transaction flows and reporting. Escalate high-risk or aged items to the AVP Mortgage Accounting promptly.
Required Qualifications
- Associate degree in Accounting, Finance, Business Administration, or a related field
- Working knowledge of accounting operations, general ledger activity, account reconciliations, internal controls, and financial institution processes
- Knowledge of mortgage servicing, mortgage accounting, escrow activity, investor reporting, clearing and suspense accounts, MSP, Workday, and related reporting tools
- Strong organizational skills with the ability to maintain accurate issue logs, follow-up trackers, documentation repositories, and status reporting
- Strong analytical and problem-solving skills with the ability to research variances, identify trends, summarize findings, and support root-cause resolution
- Excellent verbal and written communication skills, including the ability to communicate clearly with accounting leadership, business partners, auditors, project teams, and other stakeholders
- Ability to manage multiple priorities, meet deadlines, follow through on open items, and escalate issues appropriately in a fast-paced, highly regulated environment
- High attention to detail and commitment to accuracy, documentation quality, confidentiality, accountability, and internal control compliance
- Proficiency with Microsoft Excel, Word, Outlook, Teams, general ledger systems, reconciliation tools, reporting tools, and mortgage servicing or loan accounting systems
- Ability to work independently while contributing to a collaborative, service-oriented, and solution-focused team environment
- Experience working in a regulated financial institution environment
- Experience supporting cross-functional projects, process documentation, issue tracking, reconciliation cleanup, system implementation, or process improvement initiatives
- Experience with Workday and MSP
Desired Qualifications
- Bachelor's degree
- Two or more years of experience in accounting, financial operations, mortgage servicing, loan operations, reconciliations, audit support, project coordination, or related financial services function
- Experience supporting cross-functional projects, process documentation, issue tracking, reconciliation cleanup, system implementation, or process improvement initiatives
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