Accountant II - Loan Servicing

March 14

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CIVIC Financial Services

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CIVIC Financial Services is a company dedicated to providing straightforward and reliable lending solutions specifically designed for real estate investors. They offer a range of loan options such as Fix and Flip loans, Bridge loans, Rental loans, and Ground-Up Construction loans, catering to the needs of both experienced investors and first-time borrowers. Their mission focuses on enhancing the investment journey with efficient funding and exemplary customer service.

Hard Money Loans • Private Money Loans • Residential Fix & Flip Financing • Cash Out Refinance • Stated Income Financing

201 - 500 employees

Founded 2014

💸 Finance

🏠 Real Estate

💳 Fintech

📋 Description

• Responsible for assisting the finance department in creating accurate and timely financial records for the organization. • Understands GAAP/accrual-based accounting and how to apply policies to day-to-day work, journal entries, and reconciliations. • Processes high volume cash transactions, loan level activities, and closing statements. • Reports the finances of the organization to the Accounting Manager, with minimal comments on accuracy. • Reconciles general ledger accounts, ensures the accounts balance to underlying support and investigates and resolves any reconciling items; performs analysis and research variances. • Clear documentation and writing skills in keeping Accountant policies and procedures. • Assists and participates in optimizing existing processes to increase efficiency. • Participates in special projects as directed. • Holds self-accountable and collaborates with our Accounting team members.

🎯 Requirements

• Bachelor’s degree in accounting or related field preferred; or a combination of education and experience. • 3-4 years of experience in the accounting field, preferably in mortgage or real estate finance. • CPA preferred. • Experience performing reconciliations and a solid understanding of GAAP. • Loan servicing knowledge is required. • Working knowledge and use of Oracle NetSuite, MS Office with advanced Excel, imaging system and internet. • Possesses strong organizational and multi-tasking skills. • Flexible with the ability to adapt to changes quickly. • Able to work under pressure and meet deadlines. • Possesses strong task management skills. • Self-starter with strong ownership while working well with others. • Proven ability to process large data analysis with multi-entities that are complex and high volume driven. • Thinks ahead and anticipates needs based on prior experiences; makes an effort to act in advance. • Able to apply critical thinking and focus on problem solving. • Holds discretion and conducts themselves in the highest ethical standard. • Demonstrates excellent verbal and written communication skills. • Maintains strong levels of customer support in a complex environment. • Effectively presents and communicates to executive level audiences.

🏖️ Benefits

• Health Insurance • HSA Account • Accident Insurance • Critical Illness Insurance • Hospital Indemnity Insurance • Dental Insurance • VSP Vision Insurance • Flexible Spending Accounts (FSA) • Group Paid Life and AD&D Insurance • Supplemental Coverage • Company Paid Long Term Disability and Short-Term Disability (Non-CA) • 401k Retirement Plan (2-Year Vesting) • Legal Services • Virtual Behavioral Health • Employee Assistance Program (EAP) • Employee Perks: Flexible PTO, birthday and work anniversary gift cards, community outreach opportunities, access to Doordash’s Dash Pass, Employee discount program - Great Work Perks.