Senior Mortgage Accountant and Compliance Lead (Mid-Level) (Job ID: CHAJO2)

Senior Mortgage Accountant and Compliance Lead (Mid-Level) (Job ID: CHAJO2)

IMPORTANT - Watch this quick Loom video on how to get hired: https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0 [https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0] C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT. PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH

We’re Hiring: Senior Mortgage Accountant and Compliance Lead (Mid-Level)

JOB TITLE

Senior Mortgage Accountant and Compliance Lead (Mid-Level)

JOB ID

CHAJO2

INDUSTRY

Mortgage Lending and Financial Services

LOCATION

LATAM / PH

JOB STATUS

Full Time

WORK SCHEDULE

Monday to Friday, 8:00am to 5:00pm CST 

SALARY

$2000 - $2200 per month

TARGET START DATE

ASAP

ROLE OVERVIEW

About the Client:

The Client is a premier mortgage lending company that has been a staple of the Texas real estate landscape for over 25 years. Originally focused on the Austin area, they have successfully expanded their high-touch lending services across the entire state of Texas and into several other states nationwide.

At their core, they believe in combining decades of industry expertise with modern technology to provide a seamless home-buying experience. They are a multi-brand organization dedicated to growth, consistency, and professional excellence. When you join the team, you aren't just a contractor; you are a vital part of a long-standing institution committed to helping families achieve the dream of homeownership.

About the Role:

This is a high-impact, hybrid role designed for a meticulous financial professional who thrives at the intersection of technical accounting and regulatory oversight. Operating within the fast-paced mortgage and financial services sector, you will be the primary guardian of the company’s financial integrity and licensing standing. You won't just be "doing the books"; you will be managing the complex web of state-specific regulations, NMLS requirements, and multi-entity reconciliations that allow the business to operate across the country.

Key Responsibilities

1. Core Accounting & Financial Management

• Manage day-to-day accounting activities within QuickBooks Online (AP/AR,

journal entries, vendor management).

• Perform monthly and high-frequency reconciliations across all bank accounts,

warehouse lines, and intercompany accounts.

• Maintain alignment between QuickBooks Online and external CPA records

(QuickBooks Desktop).

• Support cash flow tracking, liquidity monitoring, and internal financial

reporting.

• Assist in preparing monthly financial statements and supporting schedules.

2. Reconciliation & Reporting

• Lead detailed account reconciliations across operating, trust, and warehouse

accounts.

• Identify and resolve discrepancies quickly to maintain clean books.
• Prepare internal financial reports for leadership, including:
• P&L summaries
• Balance sheet reconciliations
• Loan-level profitability tracking (as needed)
• Support year-end close and CPA audit preparation.

3. Multi-State Tax & Regulatory Support

• Assist in managing state tax filings and compliance requirements across all

states of operation.

• Coordinate with external CPA firm on:
• Franchise taxes
• State-specific filings
• Annual reports
• Track filing deadlines and ensure timely submissions.

4. NMLS & Licensing Compliance

• Manage and maintain all NMLS company records and filings, including:
• Mortgage Call Reports (MCR)
• MU1/MU3 updates
• Branch and company record maintenance
• Track and manage state licensing requirements and renewals.
• Serve as an internal point of contact for licensing compliance and regulatory

updates.

5. Audit & Internal Controls

• Support internal and external audits, including:
• State examinations
• CPA reviews
• Maintain organized financial records and documentation for audit readiness.
• Assist in establishing and maintaining internal controls to ensure accuracy

and compliance.

6. Process Improvement

• Improve workflows between QuickBooks Online and external accounting

processes.

• Identify opportunities to streamline reconciliation and reporting processes.
• Help implement systems and procedures that improve financial visibility and

accuracy.

Ideal Candidate Profile

• Highly detail-oriented with a strong reconciliation mindset.
• Comfortable working between internal systems and external accounting

partners.

• Organized and proactive in managing deadlines across multiple states.
• Able to operate independently while supporting executive leadership.
• Experience in mortgage, banking, or financial services environments is

strongly preferred.

Required Skills & Qualifications

• Education: Bachelor’s degree in Accounting, Finance, or related field
• Experience: 4–7 years of accounting experience (mortgage or financial

services preferred)

• Software:
• QuickBooks Online (required)
• Advanced Excel (pivot tables, reconciliations, data analysis)
• Knowledge:
• GAAP fundamentals
• Multi-state tax and regulatory environments (preferred)
• NMLS system experience (strongly preferred)
• Communication:
• Ability to clearly present financial data and issues to leadership