Treasury Business Analyst at First American

Dallas, Texas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Mortgage LendingIndustries

Requirements

Bachelor’s degree in Business, Finance, Accounting, or a related field – or equivalent professional experience in warehouse lending, treasury, or mortgage operations
2–5 years of experience in financial analysis, funding operations, or treasury management
Accuracy and attention to detail in managing financial data
Initiative in improving processes and identifying risks
Ability to manage recurring and ad hoc reporting with minimal supervision
Adaptability to dynamic workloads and system changes
Prior exposure to warehouse lending processes, loan funding systems, or mortgage finance workflows is highly preferred
Strong analytical and reconciliation skills
Proficiency with Excel and treasury/funding platforms
Ability to document and improve business processes
Excellent communication and cross-department collaboration
High attention to detail and ability to meet deadlines in a fast-paced environment

Responsibilities

Process and reconcile cash accounts, funding source accounts, and wire transactions
Manage ACH testing, bank account closures, positive pay exceptions, and invoice processing
Monitor treasury inbox, review payments, and validate transfers
Conduct deficit collections monitoring, and ACH returns/overdraft reviews
Track and reconcile aged advances, haircut transfers, and funding account wires
Oversee daily lender MOR reconciliation, ensuring accounts align with internal records
Generate and review deficit and EOD reports, maintaining funding accuracy
Provide support with related variance analyses
Provide support with liquidity tracking and customer fund availability reports
Support weekly tracking of advances vs. bank purchase registers and funding reconciliation
Document and refine business processes, procedures, and reporting standards
Identify and recommend process efficiencies and automation opportunities
Develop dashboards, reports, and data visualizations for management
Collaborate with peers to test, implement, and improve financial workflows

Skills

Treasury Operations

Cash Reconciliation

Financial Analysis

Wire Transactions

ACH Processing

Bank Account Management

Positive Pay

Business Process Improvement

Warehouse Lending

Mortgage Funding

First American

Provides title insurance and real estate services

About First American

First American provides title insurance, specialty insurance, and various real estate-related services. Their title insurance protects homebuyers and property owners from potential ownership disputes and financial losses related to real estate transactions. The company offers a platform called myFirstAm®, which allows users to access property information, manage orders, and streamline the closing process from any device. Unlike many competitors, First American has a vast database of property data, with over 5.5 billion document images, making it a leading provider of real estate data solutions. The company's goal is to facilitate smooth real estate transactions while ensuring that clients' investments are protected.

Santa Ana, CaliforniaHeadquarters

1889Year Founded

$800.2MTotal Funding

VENTURE_UNKNOWNCompany Stage

Financial Services, Real EstateIndustries

10,001+Employees

Benefits

401k matching

Health, vision, dental insurance

Professional development

Risks

Data breach allegations could harm First American's reputation and lead to legal issues.

Integration of Mother Lode may face challenges and financial risks.

Dependence on digital transformation poses risks if technology advances rapidly.

Differentiation

First American offers comprehensive title insurance and settlement services nationwide.

The company provides a vast database of over 5.5 billion document images.

First American's digital platform, myFirstAm®, enhances real estate transaction efficiency.

Upsides

Acquisition of Mother Lode expands First American's market share in California.

Docutech purchase boosts First American's digital mortgage revenue by 38%.

Growing fintech trends align with First American's digital transformation strategy.

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