Senior Mortgage Accountant and Compliance Lead
IMPORTANT - Watch this quick Loom video on how to get hired: https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0 C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT. PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH Job Information Job Title: Senior Mortgage Accountant and Compliance Lead (Mid-Level) Job ID: CHAJO2 Industry: Mortgage Lending and Financial Services Location: LATAM Prefer (Would consider PH) Job Status: Full Time Work Schedule: Monday to Friday, 8:00am to 5:00pm CST Compensation: $2000 - $2200 per month Target Start Date: ASAP Role Overview About the Client: The client is a premier mortgage lending company that has been a staple of the Texas real estate landscape for over 25 years. Originally focused on the Austin area, they have successfully expanded their high-touch lending services across the entire state of Texas and into several other states nationwide. At their core, they combine decades of industry expertise with modern technology to deliver a seamless home-buying experience. As a multi-brand organization committed to growth, consistency, and professional excellence, they provide an environment where team members play a vital role in helping families achieve homeownership. About the Role: The Accountant & Compliance (Mid-Level) serves as a critical guardian of financial accuracy and regulatory compliance within a fast-paced mortgage lending environment. This role bridges general ledger management with mortgage compliance, ensuring financial data integrity while supporting audit readiness. The position leverages tools such as Microsoft Dynamics, QuickBooks Online, and Power BI to maintain operational efficiency, mitigate risk, and uphold strict regulatory standards.
Key Responsibilities
- Manage daily general ledger activities including AP/AR, vendor entries, and reconciliations using QuickBooks Online and Microsoft Dynamics
- Perform frequent escrow and trust account reconciliations, ensuring borrower funds are handled in compliance with regulatory guidelines
- Oversee warehouse line reconciliations and monitor liquidity to ensure adherence to lender covenants and financial requirements
- Prepare and submit Mortgage Call Reports (MCR) via NMLS and support state-specific financial disclosures
- Ensure compliance with TILA-RESPA Integrated Disclosure (TRID) requirements by auditing fee variances and identifying discrepancies
- Develop Power BI dashboards to monitor financial risks, loan-level margins, and operational KPIs
- Review vendor payments and marketing agreements to ensure compliance with anti-kickback regulations
- Serve as the primary point of contact for internal and external audits, including regulatory and CPA audits
- Maintain accurate and detailed work papers to ensure alignment between loan origination systems and financial records
- Design, implement, and test internal controls to prevent fraud and ensure compliance across business operations
- Identify opportunities to automate compliance checks and streamline workflows using Microsoft Dynamics
✅ Qualifications & Skills
- Bachelor’s degree in Accounting or Finance (CPA or CIA candidate preferred)
- 4–7 years of progressive accounting experience, including at least 2 years in Mortgage Lending, Banking, or Financial Services
- Expert-level experience with Microsoft Dynamics and QuickBooks Online
- Strong proficiency in Power BI for financial reporting and risk visualization
- Advanced Excel skills including Power Query and complex data analysis
- Solid understanding of GAAP, HMDA reporting, and warehouse line management
- Strong communication skills with the ability to present complex financial and compliance data to non-financial stakeholders
- High attention to detail with a strong focus on accuracy and regulatory compliance
- Ability to work independently and manage multiple priorities in a fast-paced environment
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