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Mortgage Staff Accountant

SWBC is seeking a talented individual to perform accounting duties related to the daily activities of SWBC Mortgage Corporation, including, but not limited to, preparation and posting of accounting entries for funding and financing of mortgage loans, commissions, bonuses and overrides. This role submits warehouse funding requests, reconciliation of general ledger balances, and month end general ledger closing processes.

Why you'll love this role:

In this role, you will communicate with key stakeholder and you will have the opportunity to learn and grow professionally. You will be part of a collaborative, engaged and hard-working team who shares ideas, promotes change and growth, and who is focused on and dedicated to providing excellence.

Essential duties include the following:

  • Monitors and reconciles assigned general ledger accounts to include researching and resolving outstanding entries notifying the manager and the Chief Financial Officer (CFO) of possible issues or losses. 

  • Coordinates and transmits wire requests to the warehouse banks in accordance with banking facility covenants and established corporate boundaries utilizing various banking software.

  • Ensures reconciliations and journal entries are completed within the closing schedule timeline by coordinating with other accounting staff members.

  • Audits income and posts loans for download to general ledger system.

  • Processes wire transfers and records the associated journal entries.

  • Prepares and maintains desktop procedures.

  • Analyzes and records the associated inter-company entries for SWBC Mortgage. 

  • Participates in training and coaching for department cross training.

  • Assists with gathering and providing requested documentation for the external auditors. 

  • Performs all other duties as assigned.

Serious candidates will possess the minimum qualifications:

  • Bachelor’s Degree in Accounting from an accredited four-year college or university.

  • Minimum one (1) year of experience in accounting or related experience.

  • Knowledge of basic figures to reconcile loan balances.

  • Proficient Microsoft Office skills, including Outlook, Word, and Excel.

  • Proficient Adobe Acrobat skills.

  • Proficient Workday skills.

  • Excellent data entry, analytical, and organizational skills.

  • Excellent listening and multi-tasking skills.

  • Excellent verbal and written communication skills.

  • Able to use basic office equipment, including copy machine, personal computer, and fax.

  • Able to type 35 WPM.

  • Able to sit for long periods of time performing sedentary activities.

  • Able to stand, stoop, and kneel to file for long periods of time.

  • Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items.

SWBC offers*:  

  • Competitive overall compensation package
  • Work/Life balance 
  • Employee engagement activities and recognition awards 
  • Years of Service awards
  • Career enhancement and growth opportunities 
  • Leadership Academy and Mentor Program
  • Continuing education and career certifications 
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans 
  • Lucrative Wellness Program

*Based upon employee eligibility 

     

Additional Information:

    

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

    

Please note, SWBC does not hire tobacco users as allowed by law.

    

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

Average salary estimate

$60000 / YEARLY (est.)
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$50000K
$70000K

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What You Should Know About Mortgage Staff Accountant, SWBC

Are you ready to take your accounting career to the next level? SWBC in San Antonio, TX, is on the lookout for a skilled Mortgage Staff Accountant who loves working in a team-oriented environment! In this dynamic role, you'll dive into a variety of accounting activities for SWBC Mortgage Corporation, ensuring everything runs smoothly from funding and financing mortgage loans to managing commissions and overrides. Picture yourself coordinating wire requests, reconciling general ledger balances, and facilitating month-end closing processes while collaborating with fantastic colleagues. You will have the chance to communicate with key stakeholders, learn new skills, and contribute to a company dedicated to excellence and growth. With your Bachelor’s Degree in Accounting and at least a year of experience, you'll effectively monitor and reconcile assigned accounts, audit income, prepare formal documentation, and assist with external audits. Don’t worry about being overwhelmed; instead, you'll be joining an empowering team that encourages continuous learning and professional development. If you have strong analytical skills, proficiency in Microsoft Office and Workday, and great communication abilities, we can't wait for you to bring your talents to SWBC!

Frequently Asked Questions (FAQs) for Mortgage Staff Accountant Role at SWBC
What are the key responsibilities of a Mortgage Staff Accountant at SWBC?

As a Mortgage Staff Accountant at SWBC, your primary responsibilities include preparing and posting accounting entries related to mortgage loans, monitoring and reconciling general ledger accounts, processing wire transfers, and ensuring timely completion of reconciliations and journal entries. You will also assist in preparing documentation for external audits and participate actively in cross-training within the accounting department.

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What qualifications are required for the Mortgage Staff Accountant position at SWBC?

To qualify for the Mortgage Staff Accountant position at SWBC, candidates must hold a Bachelor’s Degree in Accounting from an accredited college and have a minimum of one year of relevant experience in accounting. Proficiency in Microsoft Office, Workday, and Adobe Acrobat is essential, along with strong analytical, organizational, and communication skills.

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How does SWBC support professional growth for its Mortgage Staff Accountants?

SWBC is committed to the professional development of its Mortgage Staff Accountants by providing career enhancement opportunities, access to a Leadership Academy, Mentor Program, and support for continuing education and career certifications. These resources ensure employees can grow their skills and achieve their career goals.

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What software and tools will I use as a Mortgage Staff Accountant at SWBC?

As a Mortgage Staff Accountant at SWBC, you will utilize various software systems, including Microsoft Office Suite (Outlook, Word, Excel), Workday for accounting processes, and banking software for managing transactions. Familiarity with Adobe Acrobat will also be helpful for documentation purposes.

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What benefits does SWBC offer to its Mortgage Staff Accountants?

SWBC offers a comprehensive benefits package for its Mortgage Staff Accountants, including competitive compensation, work-life balance initiatives, wellness programs, healthcare options, and both Traditional and Roth 401(k) retirement plans. Employee engagement activities and recognition awards are also part of the SWBC culture, promoting a positive workplace environment.

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Common Interview Questions for Mortgage Staff Accountant
Can you describe your experience with managing general ledger accounts?

When answering this question, focus on your previous roles where you've monitored and reconciled accounts. Use specific examples, such as how you resolved discrepancies, communicated with departments, and the tools you used to manage entries effectively.

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How do you ensure accuracy in your accounting entries?

Highlight your attention to detail, and discuss strategies such as double-checking entries, using checklists, and implementing software solutions that help minimize errors. Mention your organizational skills and any relevant procedures you've followed in past positions.

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Describe a challenge you faced in accounting and how you overcame it.

Use the STAR method (Situation, Task, Action, Result) to frame your answer. Discuss a specific situation where you encountered a problem, the steps you took to resolve it, and the positive outcome that resulted from your actions.

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What accounting software are you familiar with, and how have you used it in your previous roles?

List the specific accounting software you've used, such as Workday or QuickBooks, and describe how you've utilized its features to improve processes, generate reports, and ensure accuracy in your accounting work.

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How do you prioritize your tasks when handling multiple deadlines?

Emphasize your organizational skills and the techniques you use to manage priorities, such as creating a task list, using project management tools, and communicating with team members to ensure all deadlines are met.

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What steps do you take when preparing for an audit?

Discuss your thorough approach to preparing for audits, including gathering documentation, ensuring all entries are recorded accurately, and collaborating with team members to preemptively address any potential issues.

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How do you handle discrepancies in accounting records?

Explain your methodical approach in resolving discrepancies, which may include reviewing transactions, reconciling accounts, and communicating findings with the relevant stakeholders to achieve a resolution.

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Can you give an example of how you contributed to a team project in accounting?

Share a specific example of a team project in which you played a key role, highlighting your collaboration, communication skills, and any positive outcomes that resulted from the project.

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What is your experience with wire transfers in accounting?

Outline your experience with processing wire transfers, the software you used, and any important protocols you followed to ensure compliance and accuracy. Share any successes or improvements you've made in this area.

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Why do you want to work as a Mortgage Staff Accountant at SWBC?

Express your enthusiasm for the role and the company's values, such as teamwork and professional development. Mention specific aspects of the job that align with your interests and career aspirations, reinforcing your commitment to contributing positively to SWBC.

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Full-time, on-site
DATE POSTED
April 14, 2025

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