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Treasury Operations Analyst

Susa Financial, Inc -
Dallas, TX

Quick Apply

Job Details

Full-time
$73,900 - $98,500 a year

Benefits

Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Paid sick time

Qualifications

Process improvement planning

Full Job Description

Who We Are

Join a team that puts its People First! As member of First American's family of companies, Mortgage Solutions provides lenders with solutions to originate, close and service quality loans. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

What We Do

Treasury supports the company’s funding operations, liquidity management, operational controls, and financial infrastructure. Our team plays a critical role in ensuring the business can scale efficiently while maintaining strong controls, operational excellence, and a focus on continuous improvement. We are actively building the future of Treasury through process innovation, technology adoption, automation initiatives, AI-enabled capabilities, and the development of our internal operating platform, FUEL.

Why This Opportunity Is Different

This is not a traditional analyst role focused solely on reporting or data analysis. This position offers the opportunity to support critical Treasury Operations, contribute to process improvement initiatives, participate in technology and automation projects, support development efforts, help build the future of a growing Treasury organization, and develop skills that support future leadership opportunities.

If you enjoy solving problems, improving processes, learning new technologies, and helping build something meaningful, this role provides an opportunity to make a lasting impact while developing your career.

What You'll Do

Treasury Operations

Execute daily Treasury and funding operations activities.
Process and reconcile Treasury-related accounts and transactions.
Monitor and validate wire transfers, ACH activity, and cash movements.
Support warehouse lender funding activities and Treasury processes.

Reconciliation & Exception Management

Investigate reconciliation differences and transaction exceptions.
Perform root cause analysis and recommend corrective actions.
Escalate issues appropriately while providing recommended solutions.

Process Improvement & Operational Excellence

Identify opportunities to improve workflows, controls, and operational efficiency.
Document and maintain Treasury procedures, process maps, and operating standards.
Participate in workflow redesign and process optimization initiatives.

Technology & Treasury Transformation

Support the development and enhancement of our operating system, FUEL.
Participate in testing, workflow validation, and enhancement initiatives.
Support Treasury automation initiatives.
Identify opportunities where technology can improve scalability and efficiency.

Reporting & Business Support

Support Treasury reporting activities.
Assist with operational analysis and trend monitoring.
Contribute to KPI reporting and operational visibility initiatives.

What Success Looks Like

Independently manage assigned Treasury operational responsibilities.
Demonstrate strong ownership and accountability.
Become a trusted operational partner.
Identify, document, and implement meaningful process improvements.
Contribute to operational enhancements, automation initiatives, and future-state workflow development.
Support Treasury automation and reporting initiatives.
Demonstrate leadership potential through initiative and problem-solving.

What You'll Bring

Required Qualifications

2–5 years of experience in Treasury Operations, Funding Operations, Banking Operations, Mortgage Operations, Financial Operations, or related fields.
Experience with reconciliations, exception management, transaction processing, or operational controls.
Demonstrated problem-solving and process improvement experience.
Strong organizational and communication skills.
Ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications

Warehouse lending experience.
Mortgage banking experience.
Treasury or cash management experience.
Funding operations experience.
Experience supporting system implementations, reporting enhancements, automation initiatives, or process improvement projects.

What Makes Someone Successful In This Role

Ownership & Accountability
Resourcefulness
Problem Solving
Adaptability
Learning Agility
Continuous Improvement Mindset
Collaboration & Communication
Technology Adoption
Attention to Detail

Career Growth Opportunity

This role is designed for individuals who want to grow alongside the organization. Successful candidates will have opportunities to expand operational ownership, lead process improvement initiatives, contribute to Treasury transformation projects, support FUEL and technology development efforts, and develop operational leadership capabilities. As Treasury continues to grow, high-performing individuals will have opportunities to expand operational ownership, lead initiatives, influence Treasury strategy, and develop into future operational leadership roles.

Pay Range: $73,900.00 - $98,500.00 Annually

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

Quick Apply

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What Makes Someone Successful In This Role

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