Senior Reconciliations & Monitoring Specialist

EverBank • Irvine, CA • 4h ago

Reconciliations & Monitoring Specialist Sr

The Senior Reconciliations and Monitoring Specialist is responsible for daily and monthly reconciliation and approval of general ledger and settlement accounts, manages dormant accounts for compliance with unclaimed property laws, and supports the retention and reactivation of client accounts. Additionally, the role involves handling IRS B Notice processes, managing state and federal withholding payments for IRA withdrawal while mentoring teammates, and overseeing peer work.

Key Responsibilities and Duties

Communicates and corresponds with account owners regarding questions regarding unclaimed property laws and regulations, while ensuring compliance with said laws and regulations.

Processes state and federal withholding and backup withholding payments in compliance with IRS and state regulations.

Reconciles general ledgers and internal accounts to ensure accuracy of all financial records and identifies and resolves discrepancies.

Provides solutions to client, branch, and banking inquiries, and escalates issues when necessary.

Approves general ledger reconciliations for the team.

Mentors and trains associates, leveraging subject matter expertise to provide effective coaching and guidance.

Assists management with overseeing the day-to-day operations, including workflow assignments, daily report review, and performing quality oversight of completed tasks.

Acts as subject matter expert on related transformational and operational initiatives; responsible for user acceptance testing (UAT), audit responses, and transformational initiatives.

Assists management in implementing process improvements and driving operational excellence.

Minimum Qualifications

3+ years of experience in general ledger reconciliation.

Previous retail branch banking experience.

Accounting Knowledge: At least 1 year of hands-on general accounting experience.

Strong communication skills, with the ability to clearly convey information, collaborate across teams, and support customer and operational needs.

Proven success in fast-paced environments with strong research and problem-solving skills.

Preferred Qualifications

Familiarity with Tax Payment Processing

Role Specific Work Experience

3+ Years Required; 5+ Years Preferred

Educational Requirements

Vocational and/or Technical Education Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

4IC

Posting End Date: 11/17/25

Job Seeker Notice

EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

Pay Range $25 - $30

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereo@type, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

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