Treasury Specialist (Remote)

Job Title: Treasury Specialist – Warehouse Management (Remote)

Job Description

The Treasury Specialist – Warehouse Management supports the operational execution of mortgage loan sales to investors and coordinates closely with warehouse banks. This role centers on high-volume, process-driven work such as purchase advice processing, wire balancing, and loan sale support. You will review investor purchase advice, calculate loan sale proceeds, reconcile discrepancies between investor data and incoming wires, and maintain accurate supporting documentation. The position operates in a fast-paced, deadline-driven environment and requires exceptional data accuracy, organization, and problem-solving skills. This is an operational and treasury-focused role rather than a traditional accounting position.

Responsibilities

• Support the operational execution of mortgage loan sales to investors and coordinate activities with warehouse banks.
• Review investor purchase advice to confirm accuracy of terms, pricing, and fees.
• Calculate loan sale proceeds and validate expected amounts against investor purchase advice.
• Reconcile discrepancies between investor data and incoming wires, investigating and resolving variances promptly.
• Perform wire processing and wire balancing to ensure funds are accurately applied and properly documented.
• Maintain accurate and organized supporting documentation for loan sales, purchase advice, and wire activity.
• Handle high-volume data entry with strong numerical accuracy using 10-key by touch.
• Support purchase advice processing, secondary marketing, and loan delivery activities as part of the loan sale process.
• Assist with post-closing tasks related to investor reporting, investor coordination, and loan sale fulfillment.
• Work across multiple systems and data sources, including loan origination and related mortgage platforms, to validate and reconcile data.
• Monitor and manage multiple daily deadlines in a fast-paced, production-driven environment.
• Communicate clearly with internal teams and external investors to resolve issues and clarify discrepancies.
• Proactively identify issues in data or processes and take initiative to resolve or escalate as appropriate.
• Follow structured workflows and procedures while contributing to continuous improvement of operational processes.
• Participate in training on proprietary systems and workflows and apply learning quickly in day-to-day responsibilities.

Essential Skills

• Minimum of 2+ years of experience in mortgage operations, treasury operations, or high-volume financial processing.
• Strong 10-key by touch skills with the ability to perform high-volume numerical data entry accurately.
• Proven experience working in deadline-driven, high-volume environments.
• High attention to detail and strong numerical accuracy in all aspects of work.
• Experience with mortgage operations and loan purchase or loan delivery processes.
• Ability to perform operational reconciliations, particularly related to investor data and wire activity.
• Strong verbal and written communication skills for effective interaction with internal teams and external investors.
• Demonstrated ability to prioritize and manage multiple deadlines throughout the day.
• Comfort working across multiple systems and data sources in a production-based setting.

Additional Skills & Qualifications

• Experience with investor reporting and investor coordination in a mortgage or financial services environment.
• Background in secondary marketing or post-closing operations.
• Exposure to mortgage servicing, including service release or servicing transfers.
• Experience in treasury operations and familiarity with warehouse lending or warehouse banks.
• Light exposure to loan accounting processes.
• Experience using a Loan Origination System (LOS).
• Familiarity with AS400 or IBM i environments.
• Proficiency in Excel, including VLOOKUP and Pivot Tables.
• Ability to reconcile discrepancies and resolve issues independently with minimal supervision.
• Strong organizational skills and the ability to multitask effectively in a high-volume setting.
• Comfort working across multiple systems and data sources while maintaining accuracy.
• Resourceful and proactive approach to problem-solving and process improvement.
• Interest in gaining exposure to end-to-end loan sale processes and capital markets operations.
• Motivation to succeed in a high-volume, production-driven environment with potential for full-time conversion based on performance.

Work Environment

This is a fully remote role that requires working Pacific Time hours. Standard shifts include 10:00 AM – 6:30 PM Pacific or 7:00 AM – 3:30 PM Pacific, with flexibility on physical location as long as Pacific-hour coverage is maintained. The environment is high-volume and production-based, with heavy data entry and numerical processing and multiple daily deadlines. You will work in a fast-paced setting with frequent interaction with internal teams and external investors. The organization provides structured onboarding with both manager-led and peer-led training, as well as hands-on experience with proprietary systems and workflows. The broader culture emphasizes a well-established mortgage platform with national investor relationships, exposure to end-to-end loan sale and capital markets operations, and opportunities for performance-based conversion to a full-time role. Job Type & Location This is a Contract position based out of San Diego, CA. Pay And Benefits The pay range for this position is $25.00 - $25.00/hr.

Requirements

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type This is a fully remote position. Application Deadline This position is anticipated to close on Jun 12, 2026. About Aston Carter Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] for other accommodation options. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools. Apply tot his job Apply To this Job