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First American

Title insurance and real estate services

Trust Operations Analyst

AccountingPosted on Nov 9
Full-timeSanta Ana, CA, USAIn-person

About the Job

Requirements

  • At least 7 years of trust operations experience within a bank trust department or trust company.
  • A high school diploma is required.
  • Working knowledge of Microsoft Office applications, including Excel, Word, and Outlook.
  • Experience using trust accounting systems and processing trust account transactions.
  • Strong understanding of trust operations, reconciliations, settlements, disbursements, and account controls.
  • Ability to identify and resolve discrepancies in a timely manner, with exceptional attention to detail.
  • Ability to organize work, solve problems, communicate effectively, and manage multiple priorities in a deadline-driven environment.

Responsibilities

  • Provide lead or subject-matter expertise for the department or function and backup support across all functional areas within the department.
  • Perform complex trust-accounting functions, including cash receipts, cash disbursements, income collection, trade settlement, and control of the trust accounting system.
  • Perform monthly certifications (audits) of critical general ledger and other accounts, and identify discrepancies for management to review and correct.
  • Input accounting entries; prepare and balance or reconcile the daily blotter to the trust accounting system; and balance and process checks.
  • Review and process reject items, and receive, distribute, and file related documents.
  • Troubleshoot problems, ensure data integrity including daily backup, and prepare systems for transmission of daily data and activity.
  • Prepare, control, and process complex disbursements, income, note and other liability payments, and trust fees to and from trust accounts, ensuring transactions are accurate and timely and follow established procedures.
  • Process settlement instructions and settle funds for assigned accounts in accordance with instructions.
  • Answer questions from less-experienced employees, help resolve problems, and provide resources and information.
  • Work on special projects assigned by the department manager.
  • Assist in creating and monitoring procedures.

Desired Qualifications

  • A bachelor's degree, or an equivalent combination of education and relevant experience.

About the Company

First American

Title insurance and real estate services

First American provides title insurance, settlement services, and a range of real estate–related products. It supports buyers, sellers, lenders, and real estate professionals with title protection, data, and closing services, plus post-closing and risk management. The company runs a nationwide property-data network (including DataTree) and offers self-service tools and an online portal (myFirstAm) to track orders and access records. It also offers home warranty and homeowners insurance, trust and banking services, and international services for corporate clients.

Company size
10,001+
Company stage
Not listed
Total funding
$800.2M
Headquarters
Santa Ana, CA
Founded
1889

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