Job Description

Mortgage Operations | Chandler, AZ

Who You Are

You are organized, accurate, and thrive in environments where details matter. You enjoy being the go-to person for financial tasks, keeping documentation clean, systems consistent, and workflows running smoothly. You communicate clearly, support leadership effectively, and bring a steady, reliable presence to the Finance team.

What You'll Do

As the Financial Processing Specialist at Barrett Financial Group, you will manage the full lifecycle of financial check processing and play an essential role in maintaining organized, audit-ready financial operations. You will coordinate check issuance, track bills and invoices, support reporting, and help keep the Finance department running efficiently. You'll work closely with the CFO and the CFO's Executive Assistant on daily financial and administrative needs.


In this role, you will:

Manage the full check processing workflow including preparing, issuing, tracking, and mailing checks Process revisions or corrections to paychecks when needed Track bills, invoices, receipts, and supporting documents in a centralized, organized system Monitor payment timelines and ensure timely and accurate disbursements Support month-end and year-end financial reporting and documentation Assist with internal and external audits, ensuring files and records are audit ready Maintain secure and organized digital and physical finance files Partner closely with leadership to support various administrative and finance tasks Support special projects and process improvements within the Finance department

What You Bring

Required Skills and Experience:

A degree in Finance or a related field Experience in finance, accounting, bookkeeping, or financial administrative operations High level of accuracy and strong attention to detail Ability to manage and protect confidential financial information Strong organizational skills with the ability to maintain consistent systems and workflows Comfort working closely with executives and cross-functional partners Proficiency in Excel, accounting tools, and standard office software A proactive mindset with the ability to improve processes and solve problems Ability to work onsite in our Chandler office

Why You'll Love Working at Barrett Financial Group

A collaborative Finance team that values accuracy and shared success Opportunities to grow within a fast-moving and supportive organization A culture that is fun, positive, and focused on teamwork A role where your attention to detail directly supports our financial integrity
This is a

Full Time

position