Advance & Expense Management Analyst; On-site

Primary Function

The Advance & Expense Management Analyst is responsible for analyzing and managing the company's expenses and advances to ensure that they are aligned with the company's budget and financial goals. The Analyst will work closely with the company's accounting and operational teams to identify opportunities for cost savings and efficiency improvements, track, reconcile, and report on expenses on a regular basis, maintain the accuracy and integrity of the general ledger, prepare and review financial reports, analyze and reconcile account balances, and identify and resolve any discrepancies.

The Analyst will also ensure all transactions are properly recorded and reconciled in accordance with Generally Accepted Accounting Principles (GAAP) and assist with financial audits and related documentation.

• Maintain the accuracy and integrity of the company’s general ledger to the servicing system.
• Analyze and reconcile account balances to ensure accuracy and completeness.
• Review and analyze financial statements to identify potential risks and propose mitigation strategies.
• Identify and present cost‑saving opportunities to senior leadership.
• Collaborate with finance and accounting teams to develop and implement expense management strategies.
• Create processes and system controls to enhance financial controls and compliance.
• Assist in financial audits and provide necessary documentation and support to auditors.
• Manage special projects related to expense management and process enhancements.
• Perform related duties as assigned by management.

Bachelor’s Degree required. 2+ years experience in mortgage servicing. Accounting or finance experience is a plus.

• Proficient working knowledge of Microsoft Outlook, Word, and Excel.
• Strong verbal and written communication skills.
• Excellent time‑management skills to complete multiple deadlines with minimal supervision.
• Experience with SQL preferred.

Work on‑site at the assigned office location. Regular, punctual attendance required. Flexibility to work occasional adjusted schedules, overtime, evening, and/or weekend hours. Work in a cubicle hub, maintaining focus on phone calls in a noisy environment. Sedentary work in a stationary position for prolonged periods. Constant repetitive motions required for operating a computer, such as typing and managing phone calls. Constant verbal communication in English.

All employees are required to have smart phones that meet company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.

• Medical, dental, and vision insurance
• Health Savings Account with employer contribution
• 401(k) Retirement plan with employer match
• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
• Adoption Assistance
• Tuition & Certification reimbursement
• Employee Mortgage Loan Program
• Employee Emergency and Disaster Fund

We’re proud to be an equal‑opportunity employer and celebrate our employees’ differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status.