Senior Customer Account Specialist

Posted 2 Days Ago
Be an Early Applicant
4 Locations
In-Office or Remote
64K-86K Annually
Senior level
Insurance • Real Estate
The Role
Maintain relationships with Trust Accounting clients and provide routine to complex reconciliation services. Compare escrow accounting records, identify discrepancies, investigate causes, and collaborate with clients to resolve issues. Ensure the accuracy and integrity of financial data while analyzing customer needs and recommending solutions. The role requires accounting or audit experience, strong analytical and communication skills, attention to detail, knowledge of accounting principles, and proficiency with Microsoft applications and financial software.
Summary Generated by Built In
Who We AreJoin a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We DoEstablish, build, and maintain mutually beneficial relationships with assigned Trust Accounting clients. Provide full-service reconciliation (from 1st tier/routine to 2nd tier/complex) to our escrow and title partners focusing on complex customer issues. Analyze customer needs, identify problems, research issues, and recommend solutions.

What You'll Do:

  • 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
  • Ensure accuracy: Their primary goal is to maintain the integrity and accuracy of financial data

What You'll Bring:

  • Bachelor's degree or equivalent combination of education and experience
  • 5-7 years of directly relevant reconciliation, accounting, or audit work experience, mortgage or title insurance industry preferred
  • Proficient in Microsoft applications (Word, Outlook, Excel) and demonstrate the ability to learn custom applications
  • Excellent verbal and written communication skills
  • Strong analytical skills and attention to detail
  • Knowledge of accounting principles
  • Experience with financial software
  • Ability to work independently and collaboratively

Pay Range: $64,300.00 - $85,700.00 Annually
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

What We OfferBy choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

Skills Required

  • Bachelor's degree or equivalent combination of education and experience
  • 5-7 years of directly relevant reconciliation, accounting, or audit experience
  • Mortgage or title insurance industry experience
  • Proficiency in Microsoft Word, Outlook, and Excel
  • Ability to learn custom applications
  • Excellent verbal and written communication skills
  • Strong analytical skills and attention to detail
  • Knowledge of accounting principles
  • Experience with financial software
  • Ability to work independently and collaboratively

First American Title Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First American Title and has not been reviewed or approved by First American Title.

  • Healthcare Strength — Health coverage includes medical, dental, vision, telehealth, and healthcare advocacy services, and is often described as a strong point. Low‑cost options in some cases help overall compensation feel more reasonable.
  • Retirement Support — A 401(k) savings plan with a company match is part of the package. This retirement support is highlighted as helping to offset base‑pay concerns in several roles.
  • Equity Value & Accessibility — An employee stock purchase plan is available and viewed favorably. Access to discounted equity contributes to the perceived competitiveness of total rewards.

First American Title Insights

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The Company
HQ: Grand Rapids, MI
13,104 Employees
Year Founded: 1889

What We Do

First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment. The First American Family of Companies’ core business lines include title insurance and closing/settlement services; title plant management services; title and other real property records and images; valuation products and services; home warranty products; property and casualty insurance; and banking, trust, and investment advisory services. First American Title Insurance Company provides comprehensive title insurance protection and professional settlement services for homebuyers and sellers, real estate agents and brokers, mortgage lenders, commercial property professionals, homebuilders and developers, title agencies and legal professionals to facilitate real estate purchases, construction, refinances or equity loans. First American's thorough title searches, title clearance and title insurance policies help to produce clear property titles and enable the efficient transfer of real estate. As one of the largest title insurance companies in the nation, First American offers title insurance and settlement services through its direct operations and an extensive network of agents throughout the United States and internationally. First American Title Insurance Company traces its history to 1889 and is the largest subsidiary of First American Financial Corporation (NYSE: FAF).

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