Treasury Specialist-Remote
Job Title: Treasury Specialist Pay Rate: $20–$25/hour Location: Remote Duration: 13 Weeks
About the Role
We are seeking a detail-oriented and highly organized Treasury Specialist to support critical finance and warehouse management operations. This role is responsible for processing loan sales to investors accurately and efficiently while ensuring proper reconciliation, reporting, and transaction management. The ideal candidate will have a strong accounting or finance background, excellent analytical skills, and the ability to thrive in a fast-paced environment.
Key Responsibilities
- Monitor and track daily proceeds to help minimize interest payments on warehouse lines of credit
- Obtain and review purchase advice documents from investors and internal teams
- Verify purchase advice details for accuracy and completeness
- Coordinate with warehouse banks to ensure proper application of proceeds against advances
- Input purchase advice data into financial systems to generate General Ledger journal entries
- Reconcile investor activity with daily bank transactions
- Collaborate with cross-functional teams to validate purchase details and resolve discrepancies
- Prepare and process wire transfers for purchase proceeds and miscellaneous transactions
- Perform daily and monthly reconciliations to ensure accurate financial reporting
- Prepare journal entries related to purchased loans
- Maintain organized documentation and records in accordance with company policies and accounting standards
- Support workflow execution by coordinating with internal stakeholders
- Perform additional finance-related duties as assigned
Qualifications
- Bachelor’s degree in Finance, Accounting, or related field preferred
- Minimum 2 years of accounting or finance experience
- Strong understanding of accounting principles, including debits, credits, and reconciliations
- Previous mortgage banking experience preferred
- Familiarity with wire transfer procedures and mortgage-related regulations is a plus
- Excellent attention to detail and organizational skills
- Ability to manage multiple priorities in a deadline-driven environment
- Strong verbal and written communication skills
- Proficiency in Microsoft Excel, Word, and Outlook
- Experience with Adobe Acrobat, SharePoint, and other cloud-based applications preferred
- Accurate 10-key by touch skills required
EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Suna Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws. REQUESTING AN ACCOMODATION Suna Solutions is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Suna Solutions and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Suna Solutions and have accommodation needs for a disability or religious observance, please call us at 1 (888) 223-4788, send us an email or speak with your recruiter. PAY TRANSPARENCY POLICY STATEMENT Compensation for roles at Suna Solutions varies depending on a wide array of factors including but not limited to the specific client, office or remote location, role, skill set and level of experience. As required by local law, Suna Solutions provides a reasonable pay scale to include the hourly or salary range that Suna Solutions reasonably expects to pay for roles that may be hired in California, Colorado, New York City or Washington as set forth below. Apply tot his job Apply To this Job