Treasury Analyst

Irvine Technology Corporation

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Our client in the Santa Ana area is seeking a Treasury Analyst to join their organization. The ideal Treasury Analyst will have experience in the banking or financial services industry and be advanced in Excel. The client is currently on-site full time, so applicants must live in a commutable distance to the Santa Ana, CA area.


Analyst Duties include:

– Communicate with Funding Operations to fund loans on warehouse lines.

– Work with Secondary in settling loans.

– Help with report building to completion.

– Ensure reconciliation of all funding/settlements/accounts.

– Perform wire desk duties including daily reconciliation.

– Ad Hoc reporting



– Have a team mentality when it comes to working with departments such as Funding Operations, Secondary, Post Closing, and Accounting.

– Mortgage experience and loan life cycle knowledge is a plus.

– Open minded to change and constant improvements to processes.

– Strong analytical skills with an excellent math aptitude for planning, prioritization, and detailed oriented skills.

– Effective time management skills coupled with the ability to follow through on commitments, meet deadlines, and drive results.

– Strong MS Office, specifically excel skills required.

– Comfortable using different software systems.

– Represent the company in a professional manner in all interactions with leaders, colleagues, and vendors.

– Work well in a fast-paced dynamic department.

– Ability to multitask.

– Possess strong written and verbal communication skills


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