Mortgage Accounting Clerk
First Bank
Plano, TX US
Posted ago
First Bank
Our lending team is currently growing and we are looking for a mortgage accounting clerk to join our organization. The successful candidate will have accounting or bookkeeping experience, a keen eye for details and discrepancies, and the ability to multitask in a fast-paced environment. If you’re a professional accountant interested in starting a career in the mortgage industry, please start your application today!
  • Provide general clerical support and complete clerical duties to the accounting department
  • Advise mortgage loan officer or accounting manager of any discrepancies on loan applications or financial records
  • Confirm and input data such as mortgager name, legal description, loan number, loan amount, and payment amount into accounting software
  • Manage accounts payable and accounts receivable transactions, and bank deposits in the general ledger
  • Calculate reports that include taxes, interest, monthly payments, principal, and insurance for real estate mortgage loans

  • Allocation and general ledger coding of accounts payable invoices
  • Calculation and initiation of payments for insurance premiums, principal collected and other items
  • General ledger balancing and monthly reconciliations
  • Monthly and daily account balancing and reconciliations
  • Initiate transfers online in automated mortgage systems
  • General ledger posting and reconciliation of payments received from investors
  • Safeguarding of borrower information and confidentiality
  • Compile a final accounting package for permanent storage
  • Communicate and coordinate with others outside of the department as needed
  • Other duties as assigned

  • High school diploma, GED, or equivalent is required; some college is desired
  • Communication skills (both written and verbal) and strong attention to detail are needed
  • Microsoft Excel, accounting software such as QuickBooks, and 10-key data entry skills are necessary
  • Accounting experience required; previous accounting experience in human resources, bookkeeping, or loan processing is helpful
  • Ability to organize and multi-task is crucial

  • Familiarity with bookkeeping and basic accounting skills
  • Competency in Microsoft applications including Excel, Word, and Outlook
  • Strong communication and interpersonal skills and demonstrate a willingness to work in a team environment
  • Ability to quickly and accurately learn new processes and software
  • Accuracy and attention to details
  • Organization and prioritization skills; must be self-motivated
  • High school degree or equivalent

$42,000 - $45,000
About First Bank

Established in 1907, First Bank is a privately-owned community bank that's been named one of the top performing banks in the nation. Our mortgage operations located in Plano, TX combines the stability of a traditional mortgage lender with the flexibility of a portfolio bank. Coupled together, our platform provides our employees the ability to deliver the highest level of customer service throughout the entire lending process and helps create an amazing home financing experience for our clients.

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