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Treasury Analyst

Location: Santa Ana
Posted on: May 25, 2023

Job Description:

Position Summary:

The Treasury Analyst is primarily responsible for ensuring timely and accurate funding and settlements of new loans from warehouse banks. The ideal candidate will have excellent communication, analytical, and reporting skills with high attention to detail in order to support the department in daily warehouse and corporate banking activity and balance reconciliation.

The Team:

At Kind Lending, our family of diverse and talented Kind Ambassadors are the driving force behind our new approach to the mortgage experience. They're the heart and soul of the organization and our "People Before Profits" mentality shines through in every department. Kind Lending is growing and is looking for top mortgage professionals who value opportunity, lasting business partnerships, and who live out our KIND mindset. Kind Lending is determined to provide the best service in the industry while also providing homebuyers a great selection of products to enhance their buying experience. Backed by our trusted leadership team, Kind Lending's friendly and professional model puts the "fun" in funding.

Pay Disclosure:

The starting base salary range for this position is $60,000 - $65,000 annually. The actual base is dependent on many factors such as: work experience, business needs, market demands, and other compensation components. The base pay range is subject to change and may be modified in the future.

Work Location:

This position is located in the Corporate Headquarters in Santa Ana, CA. The successful candidate will work in the office with the occasional ability for hybrid work from home 1 to 2 days a week maximum.


Communicate with Funding Operations to fund loans on warehouse lines.

Perform in depth analysis on warehouse line funding.

Work with warehouse banks and investors in settling loans.

Report creation and building to completion.

Ensure reconciliation of all funding/settlements/accounts.

Create and maintain a system of policies and procedures that impose an adequate level of control over Treasury activities.

Perform wire desk duties including daily reconciliation.

Ad Hoc reporting.

Other duties as assigned.


1-2 years Mortgage experience and loan life cycle knowledge is preferred.

Bachelor's degree or equivalent work experience in a relevant field.

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

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.

Emphasis on MS Office, specifically strong 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.

Work Authorization:

Must be able to verify identity and employment eligibility to work in the U.S. without a visa sponsorship.

Other Duties:

This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned to meet the needs of the organization.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.

Kind Lending is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression.

Keywords: KIND LENDING LLC, Santa Ana , Treasury Analyst, Accounting, Auditing , Santa Ana, California

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