Operations Support Coordinator

New Penn Financial Wexford , PA 15090

Posted 3 weeks ago

Primary Function

The main focus of this position is daily deliverable of routine and defined outputs, while at the same time developing a knowledge of the broader context in which the work is being performed.

Principal Duties

  • Performs related duties as assigned by supervisor.

  • Handle incoming invoices for review, analysis and payment and month end accruals

  • Follow up and/or track down vendor payments for service providers and closing agents as needed

  • Assist with weekly reconciliations as needed troubleshoot issues or items that did not auto reconcile

  • Run monthly file balance report and push teams to remediate files

  • Pull a monthly stale check report and distribute to teams and responsible parties based on check type for follow up and remediation

  • Handle ongoing escheat report semiannually and assist with the wind down and closure of any inactive account

  • Evaluate and distribute daily MTD report and daily deposit report

  • Analyze products and services and revenues for new business onboarding and/or profitability

  • Assist with annual audits and due diligence requests from potential customers

  • Organizes, records, processes, and services the production output of the various servicing activities of the company

  • Receives explicit instruction on filing, recording, and organizing documentation associated with a product

  • Works on projects with assistance and oversight of senior staff and managers.

Education and Experience Requirements

  • Bachelor's degree

  • Accounting, Reporting, or Programming background a plus

  • Must have two (2) to three (3) years of experience

  • Experience in the mortgage, appraisal, and/or title industry

Knowledge, Skill and Ability Requirements

  • Must possess the ability to work efficiently and accurately

  • Proven success in a fast-paced environment

  • Must be detail-oriented and demonstrate careful decision-making skills

  • Will need to work independently with minimal supervision

  • Basic computer skills

  • Knowledge of SQL a plus

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Operations Support Coordinator

New Penn Financial