Cash Services Manager

Overview

Job Title: Cash Services Manager
Department: Investor Services – Cash Services
Location: Coppell, TX (Onsite)
Reports To: Sr. Vice President, Investor Services
Employment Type: Full-time

Position Summary:

The Cash Services Manager is responsible for overseeing the operations of the Cashiering and Cash Management departments. This includes the posting and reconciliation of incoming funds, oversight of wire transfers and disbursements, and ensuring compliance with investor and company guidelines, including Sarbanes-Oxley (SOX).

The ideal candidate will bring strong leadership, analytical, and process management skills, with proven experience in MSP or other loan servicing platforms. The role directly oversees two department supervisors and a team of 10+ associates.

The duties listed below are representative of the knowledge, skill, and/or ability required

• Ensure that all Cashiering and Cash Management functions comply with investor and company guidelines
• Oversee timely posting and deposit of all funds received internally and externally
• Manage the processing of wire transfers and check disbursements
• Ensure timely reconciliation of all cash accounts and resolution of reconciling items
• Maintain and manage vendor relationships (e.g., lockbox services)
• Apply consistent internal controls to prevent fraud and misallocation of funds
• Ensure compliance with SOX and general audit risk assessments
• Interface with internal departments to resolve issues and ensure client satisfaction
• Provide strong leadership to department supervisors and staff, delivering coaching and performance feedback
• Recommend salary and personnel actions for department employees
• Perform other duties as assigned

• Directly supervises 2 department supervisors

• Supervises a team of 10+ indirect reports through subordinate supervisors
• No direct reports outside of the supervisory staff

• Master’s degree (M.A.) or equivalent experience
• 4–10 years of related experience in loan servicing, finance, or similar field
• Strong familiarity with MSP, Mortgage Servicing systems, or comparable platforms

• Strong leadership and people management skills
• Excellent analytical, organizational, and problem-solving abilities
• High attention to detail and accuracy in cash and reconciliation processes
• Effective verbal and written communication
• Strong process and compliance mindset
• Ability to collaborate cross-functionally and manage internal/external relationships
• Willingness to work overtime, including evenings and weekends, as needed

• Proficient in Microsoft Office (Word, Excel, Outlook)
• Experience with MSP or other mortgage servicing systems required
• Familiarity with internet and AP software preferred

• Ability to read, analyze, and interpret financial reports, legal documents, and technical publications
• Capable of drafting business correspondence, policies, and reports
• Able to present information clearly to senior leadership and external stakeholders

• Ability to apply statistical reasoning and financial calculations (e.g., reconciliations, ratios, percentages)
• Practical application of geometry and probability is helpful

• Ability to define problems, collect and analyze data, and draw sound conclusions
• Comfortable interpreting technical and abstract information in various formats

• Work setting: Business office with moderate noise (e.g., computers, printers)
• Physical requirements: Sitting, typing, talking, and using hands regularly; occasional walking and climbing. Must be able to lift up to 25 pounds occasionally
• Vision requirements: Close vision (20 inches or less)

We’re committed to supporting the total well-being of our employees. Our benefits include:

• Generous PTO & Paid Holidays
• Medical, Dental & Vision coverage
• 401(k) Match
• Health Savings & Flexible Spending Accounts
• Company-paid Life Insurance
• Employee Assistance Program (EAP)