Hybrid

A leading software/tech company in the financial services space is seeking a detail-oriented Loan Accountant in Old Greenwich, CT. This role manages the complete accounting lifecycle of whole loans, ensuring accurate financial reporting while supporting a fast-paced, technology-driven operations platform. The ideal candidate has experience in loan accounting, strong analytical skills, and enjoys solving complex reconciliation problems. This position is perfect for self-starters who like being hands-on, interacting with clients, and contributing to a growing, entrepreneurial environment. The company offers a collaborative culture, flexible hybrid work, comprehensive benefits, and the chance to shape processes in an innovative fintech setting.

Loan Accountant Responsibilities:

• Process loan purchases, sales, remittance, and other lifecycle events while ensuring accurate financial records
• Perform monthly loan reconciliations with managers, servicers, and custodians, investigating and resolving discrepancies
• Onboard new clients, loan servicers, and custodians to the platform while providing guidance on processes
• Collaborate with clients’ accounting and operations teams to reconcile downstream systems and validate reporting
• Utilize proprietary software to optimize workflows, enhance reporting accuracy, and support operational efficiency
• Identify opportunities to automate and streamline loan accounting processes, implementing improvements as needed
• Maintain internal controls, develop standard operating procedures, and support implementation of accounting standards
• Participate in testing and validation of new system features to ensure functionality and client satisfaction

Loan Accountant Requirements:

• Bachelor’s degree in accounting or finance with strong academic performance
• 3-10 years of experience in whole loan accounting or related financial operations
• Advanced Excel skills including pivot tables, vlookups, and data analysis
• Experience with loan servicing software and accounting systems in a fast-paced environment
• Strong attention to detail and ability to solve complex reconciliation issues
• Excellent communication skills for interacting with clients and internal teams
• CPA certification and SQL experience preferred

Benefits:

• Health insurance coverage
• 401(k) plan with company matching
• PTO policy and flexible work arrangements
• Free lunch every day and monthly team social events
• Opportunity to shape accounting processes in a growing, innovative company

Step into a cutting-edge fintech modernizing whole loan operations, seeking a skilled Loan Accountant to ensure accuracy and efficiency across portfolios!

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