Client Controller (100% Remote)

Job Description

Job Description

Salary : $55,000 annually

We want to make sure you are aware of something really important. Unfortunately, there are some employment scams out there that you need to watch out for.

Keep reading to make sure you stay safe and don't fall victim to these sneaky schemes. Here are some things to watch out for :

• All communication during our recruitment and onboarding process will come from Orion HR with emails ending with the domain "@orionfirst.com"
• Make sure to visit our company's official Careers site and fill out an application.
• Orion First will never ask you for money (e.g., visa fees, taxes, travel expenses, etc.) or sensitive personal information (e.

g., bank account, social security numbers, passport information, etc.)

Our recruitment process follows a specific procedure, which involves a series of interviews with the hiring team. The first interview is conducted with the HR team.

We rely on Microsoft Teams as our preferred video interviewing platform for all our interviews.

OUR COMPANY

Committed to the growth of our clients, Orion First appreciates the importance of its own team development. Orion’s culture is built around empowering each employee to channel their drive and exercise his or her own judgment, care, and leadership.

Our employees are continually leading our industry forward through active roles throughout the industry association's various councils and committees.

We work hard to provide motivated and talented individuals an opportunity to achieve their career goals. We cultivate employees that express an earnest desire to learn and grow within the organization, filling new roles as they gain experience.

We are always seeking to connect with driven individuals because we know our growth and success is the result of talented, focused, and persistent hard work.

YOUR BENEFITS

In addition to a salary that is competitive for both the industry and the region, Orion First offers the following benefits and perquisites :

• Health Insurance
• Dental Insurance
• Vision Insurance
• Time Off
• Retirement
• WFH Benefit
• And More!

JOB SUMMARY

This is a critical role within the organization, responsible for providing timely and accurate reporting and servicing, as further defined in the Key Responsibilities below.

It is critical that this position adheres to service level expectations as defined in each company / client agreement while processing and reconciling all forms of client cashiering transactions.

This role reports to VP / Client Controller.

KEY RESPONSIBILITIES

• Completes and delivers timely and accurate client reporting packages and distribution of reporting as assigned.
• Process Master Servicing (bulk) payments
• Process Master Servicing Refunds
• Assist in reconciling issues between the system and the sub-servicer system.
• Responsible for daily accurate and timely Case Management monitoring and completion of tasks assigned.
• Prepares and distributes accurate and timely servicing invoices for assigned clients.
• Month End closing, including clearing security deposits, suspense balance reconciliation, assist in charge off processing, and any other duties assigned to ensure accurate month end reconciliations.
• Responsible to identify and accurately post Master Servicing Cash.
• Communication with clients regarding general questions regarding but not limited to monthly reports and cash reconciliation / reports.
• Supports Orion’s Stars and Clients, as necessary.
• Uphold Orion’s Company Culture, Purpose, and Mission
• Must be able to work late from time to time and on Month End
• Work together with IT to analyze and improve systems and processes.
• Always supports Orion’s Team and clients.
• Other duties as assigned.

TRAVEL

Potential to visit corporate headquarters as requested no more than quarterly

REQUIRED QUALIFICATIONS

• 2 years of accounting experience
• High school diploma or GED
• Expert knowledge of MS Excel QuickBooks
• Proficient in Salesforce
• Desire and ability to collaborate and work on long-term projects.

PREFERRED QUALIFICATIONS

• Ability to solve problems quickly and find potential solutions.
• Experience in auditing and reconciliation
• Associates degree and 2+ years’ experience in finance industry specific to accounting.

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