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Staff Accountant II

Guild Holdings CompanySan Diego, CA

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Job Description

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Staff Accountant II plays an important role in the organization by performing a number of activities related to the company's Accounting functions. The role is primarily responsible, under general supervision, for performing corporate accounting processes and providing other accounting and finance support to the Finance department.

Compensation

This role is a non-exempt position with a Targeted Salary Range of $26/hr to $40/hr.

Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.

Essential Functions

  • Process recurring and one-time monthly close tasks such as journal entries, adjustments, reporting, account reconciliations and other basic accounting tasks for branches and corporate departments
  • Analyze variances for monthly P&L's for branches at assigned regions.
  • Research, analyze and respond to branch and RVP managers' inquiries for assigned regions.
  • Assist branch managers and other regional employees on understanding and navigating MyScore P&L.
  • Manage branch-related processes impacting P&Ls including maintenance of retail branches and branch hierarchy, corporate fees at the branch and regional level, branch PL types/scripts, etc.
  • Work closely with field and corporate departments to ensure accurate accounting treatment and analyze the impact on the branch P&L.
  • Daily management of Zendesk customer service inbox- providing immediate, thorough and exceptional customer service and branch support.
  • Maintain and/or create, as needed, process documentation and steps for completing tasks.
  • Use expertise to answer questions and provide mentorship for Staff Accountants Level 1.
  • Assist Accounting Supervisor/Manager with training Staff Accountant team.
  • Identify areas for potential process improvement and assist Senior Staff Accountant and Accounting Supervisor/Manager with related tasks, as requested.
  • Prepare monthly KPI data and miscellaneous reporting for management.
  • Perform other duties as assigned.

Qualifications

  • Bachelor's Degree in Accounting or Finance, or field directly related to the position or equivalent, preferred.
  • Minimum four years' experience of relevant accounting experience required.
  • Thorough understanding of accounting including but not limited to prepaid, accruals, income statement accounts, balance sheet accounts, intercompany accounts, consolidation, reconciliations, and general ledger.
  • Preferred experience includes mortgage industry experience, sales compensation experience, Loan Vision software, advanced MS Excel including pivot tables and V-Lookups. Ability to read and interpret compensation contracts.
  • Possess attention to detail; as well as, a quick learner who can adapt to a fast pace environment.
  • Excellent verbal and written communication skills with ability to interact effectively with all levels of staff and management.
  • Time management, organization, analytical and multi-tasking skills required, with the ability to handle tight deadlines.
  • Excellent research and problem-solving skills and ability to propose solutions to problems.
  • High level of integrity and ethical behavior.
  • Excellent verbal and written communication skills
  • Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
  • Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
  • Commitment to company
  • Customer Service- Proactive attention to each person
  • Integrity- Do and say what's right
  • Respect- Treat others with dignity
  • Collaboration- Listen and work together
  • Learning- Seek knowledge and strive for improvement
  • Excellence- Deliver the unexpected

Supervision

  • Job Scope: Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals with guidance/direction from more senior roles

  • Complexity: Problems are often complex and specialized and may involve unprecedented circumstances; resolution requires investigation, analysis and review of professional/organizational standards

  • Impact: Decisions and actions have an impact on the smooth operation and timeframes of the department, programs/projects; impact on the broader organization is generally indirect

  • Interaction/Supervision: Work is monitored under general supervision of supervisor and by following established, specific procedures described by supervisor; May act as a guide to less experienced staff in similar role and/or student employees; generally, does not have formal responsibility for overseeing others.

Requirements

Physical: Work is primarily sedentary; mobility in an office setting.

Manual Dexterity: Ability to operate standard office equipment and keyboards.

Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.

Environmental: Office environment - moderate noise, no substantial exposure to adverse environmental conditions.

Mental: Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow. This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities. Must be able to adhere to process protocol. Must be able to apply established protocols in a timely manner.

Schedules: Work is primarily performed during the business week, Monday- Friday.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

REQ#: STAFF017476

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

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