Loan Accountant

Position Summary

Our Staff Loan Accountant will provide management with financial information by researching and analyzing loan accounting and related transactions to ensure we are in compliance with Trust regulations.

• Perform functions such as maintaining schedules, compiling reports, reviewing loan accounting transactions, and assisting with monthly review and closing to ensure compliance with Trust regulations.
• Make entries to the general ledger, as well as analyze and implement process improvements along with management.
• Collaborate with Operations to ensure borrowers are refunded and other items are addressed promptly.
• Prepare reports by gathering and analyzing information from the general ledger system.
• Reconcile balance sheet accounts.
• Apply Generally Accepted Accounting Principles (GAAP), and be able to quickly familiarize yourself with accounting software.
• Develop spreadsheet reports as needed.
• Answer accounting and financial questions by researching and interpreting data.
• Work on special projects at management requests.

• Must be in a commutable distance to Irvine as this position requires individuals to be onsite 2 days a week.
• 1-2 years of Accounting experience is a must.
• Proficiency in MS Office with advanced skills in Microsoft Excel required.
• Excellent verbal & written communication skills.
• Experience with in the mortgage industry is preferred.
• Bachelor's Degree in Accounting or a related discipline is preferred.
• This is a hybrid position based in Irvine, CA - requiring two days per week.

• Competitive compensation package based on experience and skill set.
• An inclusive, diverse, and collaborative culture where people from all backgrounds can thrive.
• Work with other passionate, purposeful, and customer-centric people.
• Comprehensive benefits package including Medical/Dental/Vision.
• Wellness program to support both mental and physical health.
• Discretionary (DTO) Policy supporting work life balance.

Base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay for this role is between $26.44 and $36.30. Your base pay will depend on multiple individualized factors, including your job‑related knowledge/skills, qualifications, experience, and market location.

We are an equal‑opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.