Senior Customer Account Specialist - Santa Ana, CA

Only for registered members Santa Ana, CA, United States

2 weeks ago

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Job summary

We're looking for a Customer Account Specialist to join our team at First American Trust. As a member of our People First Culture, you'll have the opportunity to work with clients and help resolve complex issues related to escrow accounting.

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Responsibilities

  • 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

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