Accounting Clerk

Job Title: Accounting Clerk

Department: Accounting

Reports to: Chief Financial Officer

Location: Milford Office

TMS Core Values:

• Do the Right Thing
• Embrace and Drive Change
• Create and Maintain High Morale, Job Fulfillment and Enjoyment
• Be Creative and Open-Minded
• Pursue Growth and Learning in Self and Team
• Build Open and Honest Relationships with Communication

General Purpose and Scope (Summary):

The Accounting Clerk provides essential support to the accounting team by performing routine financial tasks, including processing transactions, maintaining accurate records, and assisting with reconciliations. This role is critical for ensuring compliance with mortgage industry regulations and internal controls.

Responsibilities / Functions:

• Research incoming inquiries and properly post to the applicable ledger account
• Enter and analyze incoming loan related receivables and payables for entry into accounting software
• Ability to research and respond to internal and external inquiries in a timely manner
• Reach out to customers and third parties regarding stale payments
• Ability to communicate with internal and external parties to obtain W9’s, invoices, and other necessary backup for entry and compliance requirements
• Provide other accounting support as needed

Personal Traits / Competencies:

• Strong customer service skills
• Strategic and tactical thinker with strong organizational and problem resolution skills.
• Effective communicator
• Ability to work independently and collaboratively across departments.
• Comfortable in a fast-paced, deadline-driven environment.

Technical / Computer Skills:

• Proficient with Microsoft Office. Advanced Excel skills;
• Experience with accounting software such as AMB or similar preferred
• Salesforce experience preferred
• General knowledge of the mortgage industry and/or general accounting knowledge preferable

Education and Experience:

• 0-2 years in accounting or mortgage experience

Certifications, Licenses, etc.

• Bachelor's degree in Accounting, Finance, or related field preferred

Hours for position:

M-F 9am-5pm

This position may require frequent additional hours, at times on a daily basis; must be available to work additional hours on short notice as determined by management to meet borrower service level agreements.

Conclusion

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. But this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.