Mortgage and Insurance Controller

SUMMARY

This position is responsible for all of the accounting functions and the financial and regulatory reporting of the Mortgage and Insurance Companies.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Manages the staff of the Mortgage & Insurance accounting departments.
• Oversees the Mortgage & Insurance Company's entire accounting operation, managing financial reporting, ensuring compliance with GAAP and Regulatory accounting and reporting. Assist with Mortgage & Insurance budget to actual reporting.
• Responsible for month-end close process, analytical review of general ledger transactions, and complex accounting transactions specific to the mortgage lending industry such as mortgage servicing rights, mark-to-market valuations, and hedge accounting.
• Responsible for all monthly financial statement reporting, including annual financial statements, and GNMA HUD annual financial statements. Assist with the bank's quarterly Call Report filings.
• Serve as a relationship partner for the company's accounting firms, banking regulators, investment bankers, legal counsel, and other financial services partners.
• Review reconciliations of Mortgage & Insurance DDA and general ledger accounts.
• Responsible for adherence to all policies and procedures, and strengthening policies, procedures, and internal controls.
• Performs any other duties as requested by Executive Management.

ADDITIONAL DUTIES AND RESPONSIBILITIES

• Performs other duties as requested by Executive Management or Supervisor.
• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures.
• Dresses Professionally
• Recommends to supervisor possible methods to improve department.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

• Bachelor's degree in accounting.
• Certified Public Accountant preferred.
• Experience in Mortgage and Bank Accounting.

Technical/Functional Competencies

• Proficient in Excel.
• Familiarity with loan servicing software such as ICE MSP.
• Familiarity with accounting software such as Prologue.
• Familiarity with Jack Henry or similar AS400 software.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.