About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This role supports the Securities Administration Services (SAS) function for a confidential client in Accounting & Finance. You will work on transaction processing, reconciliations, remittances and investor communications.

• Process complex transactions and reconcilements related to loan or security payments
• Provide remittance and correction information to servicers
• Monitor and analyze pooled loans to identify non-compliance and exceptions
• Communicate pertinent information to investors and stakeholders
• Evaluate servicer performance to ensure compliance with agreements
• Participate in system enhancements — attend user-group meetings and perform testing
• Identify processing exceptions across portfolios and recommend process improvements
• Maintain functional expertise in Collateral, Securities, Default, or Trust Administration
• Train and review the work of junior staff; document procedures and controls
• Propose and help implement automation opportunities to increase efficiency

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Essential Qualifications

• Bachelor’s degree in Math, Economics, Finance, Accounting, Statistics, Business, or a related field
• 1+ year of experience in Financial Services (internships count)
• Strong business analysis skills and attention to detail
• Proficiency in Microsoft Excel (formulas, pivot tables, VLOOKUP)
• Ability to research and interpret controlling legal documents
• Strong written and verbal communication skills

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Preferred / Additional Skills

• Experience with securities, collateral, trust or default administration
• Prior exposure to system testing and user-acceptance workflows
• Comfort working to monthly deadlines and handling occasional overtime
• Interest in process improvement and automation tools

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Work Environment & Schedule

• Contract-to-hire position with hybrid flexibility based in Simpsonville, MD
• Team-oriented, task-based environment with monthly on-site training/meetings
• Remote flexibility is allowed except during large team meetings or training
• Deadline-driven cycles at specific times of the month may require occasional overtime

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Pay & Benefits

• Pay range: $23.00 per hour
• Compensation offered will depend on qualifications, experience, and other job-related factors
• If eligible, benefits for this role may include:
  • Medical, dental & vision
  • 401(k) retirement plan (pre-tax and Roth options)
  • Voluntary life & AD&D insurance; short- and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Paid time off / leave (PTO, vacation, sick leave)
• Benefits and eligibility depend on job classification and may change

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Job Type & Location

• Contract to Hire — opportunity to convert to direct employment with our client
• Employment type: Full-time (with contract-to-hire terms)
• Workplace: Hybrid, Simpsonville, MD (onsite meetings as described)

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.