WE’RE SEARCHING FOR SOME REALLY GREAT PEOPLE WHO ENJOY CUSTOMERS AS MUCH AS WE DO.

Named as one of Puget Sound Business Journal’s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.
Check out our rating at: Working at Evergreen Home Loans | Great Place To Work®

SPECIFIC SKILLS/ KNOWLEDGE/ ABILITIES REQUIRED FOR POSITION:

• Minimum of 5 years of experience in Investor Accounting
• Minimum of 1 year of management/supervisory experience
• Experience with Black Knight MSP preferred
• Knowledge of loan servicing practices
• Intermediate Microsoft Office Skills. Advanced excel skills, preferred. must know lookup functions, pivot tables, how to manipulate and validate large sets of data.
• Knowledge of state and federal laws and regulations applicable to mortgage and consumer lending
• Knowledge of bank reconciliations process
• Knowledge of general ledger accounting
• Demonstrated ability to read, interpret and analyze accounts and records of a complex, detailed, and recurring nature
• Supervisory skills with the ability to motivate, mentor, train, coach, evaluate performance, and lead a staff in a fast-paced environment
• Considerable knowledge of and ability to use automated accounting systems; ability to use personal computers, peripherals, business software, and applications specific to organizational needs
• Must be comfortable working in a start-up dynamic environment
• Ability to work independently and minimal direction and to meet deadlines
• Ability to communicate effectively both in writing and orally, in person and by telephone, with all levels of the organization and with external customers
• Demonstrated ability to provide excellent customer service
• Ability to maintain strict confidentiality

PHYSICAL REQUIREMENTS:

• Requires all forms of dexterity and mobility throughout the shift, which may include extended periods of sitting and/or standing. Occasionally required to reach with hands and arms, twist, climb or balance, stoop, kneel crouch or crawl.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
• Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more.
• Ability to work in a fast-paced, occasionally noisy environment.
• May be required to drive for business purposes and if so, must hold a driver’s license in good standing and maintain personal auto insurance in compliance with EHL’s Auto Insurance policy.

• Performs analysis of exception reports in order to identify trends and process improvements.
• Strictly adheres to the Agency and Private Investor Servicing Agreements, Regulation AB, USAP and other guidelines for timely and accurate reporting, remitting, and reconciling.
• Ensures the reconciliations or reporting of accounts for either Agency, Private Securities, or Clearing Accounts, including Test of Expected P&I are completed accurately and timely.
• Timely and accurately prepares and delivers investor reporting for complex Agency or Private investors.
• Prepares remittances to investors along with related cash management functions.
• Ensures reconciling items are cleared within 90 days from the point of identification or earlier based on investor guidelines, through internal wires, escalations or investor adjustments.
• Reviews and approves wires and GL entries as needed to remit or clear aged items timely and accurately.
• Conduct root cause analysis of issues on the most complex scheduled/scheduled or scheduled/actual reconciliations and test of expected cash outages.
• Provides recommendations to resolve within the Bank Recon area and for those up-stream processes that negatively impact Bank Recon.
• Updates Policies and procedures as required.
• Review and approve reconciliations completed by Investor Accounting Analysts.
• Performs pre and post acquisitions boarding and reconciliation functions related to Principal and Advance balances, to include updating system balances, validating boarding/release balances to the trial balance, and reconciling any variances.
• Performs detailed loan level analysis of loan exceptions, using Excel and various workflow and servicing systems Special projects as assigned.
• Collaborates with internal and external auditors, as required, in their research of records.
• Distributes day-to-day work assignments to investor accounting staff.
• Mentors, trains, and directs activities of staff.
• Performs quality control review as needed in Investor Accounting Department
• Other duties as assigned.