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Surplus Funds Jobs (NOW HIRING)

Cesna Group

Investment Lead

Port Washington, NY · On-site

$100K - $200K/yr

This position will manager our surplus funds and the CEO's personal financial assets, providing strategic investment analysis, portfolio management, and data-driven recommendations to optimize ...

Aldridge Pite LLP

Processor II

San Diego, CA · On-site

$17.50 - $27.95/hr

The Surplus Funds Processor is responsible for data entry, accurately drafting documents and performing quality control measures. Knowledge of foreclosure process is required. The ideal candidate ...

Warrensville Heights City Schools

Treasurer

OH · On-site

Invest surplus funds in accordance with board policy and state law to maximize returns while minimizing risk. Internal Controls * Establish and maintain effective internal controls to safeguard ...

Gentex Corp.

VP - Corporate Controller

Simpson, PA · On-site

Develop Gentex's cash and liquidity strategy (short- and long-term), including cash pooling and concentration, investment of surplus funds within risk and liquidity parameters, and daily cash ...

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$24.5K

$58.1K

$115.5K

How much do surplus funds jobs pay per year?

As of Aug 28, 2026, the average yearly pay for surplus funds in the United States is $58,052.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $69,500.00 per year, depending on experience, location, and employer.

What are surplus funds?

Surplus funds refer to extra money that remains after all debts, expenses, or obligations have been paid, often arising from situations like foreclosure sales or estate settlements. In real estate, for example, surplus funds are the leftover money after a property is sold at auction and the mortgage, taxes, and other liens are satisfied. The original property owner or entitled parties may be able to claim these funds. The process to claim surplus funds varies by state and usually requires filing a claim with the court or relevant authority. It's important to act quickly, as there may be deadlines and specific legal procedures for reclaiming these funds.

What are the main responsibilities of a Surplus Funds Specialist in a typical workweek?

A Surplus Funds Specialist is primarily responsible for identifying and managing surplus funds resulting from foreclosure or tax sales, tracking potential cases, and reaching out to claimants to assist them in recovering funds. The role often involves researching public records, preparing documentation, and communicating with both clients and government agencies. Collaboration with legal professionals and compliance with state regulations are common, and the position requires strong organization and attention to detail. The work environment is typically a mix of independent research and teamwork, with opportunities for advancement as you gain expertise in real estate and asset recovery.

What are the key skills and qualifications needed to thrive as a Surplus Funds Specialist, and why are they important?

To thrive as a Surplus Funds Specialist, you need a solid understanding of real estate, foreclosure processes, and legal documentation, often supported by experience in finance or paralegal work. Familiarity with county records systems, public databases, legal research tools, and sometimes certification as a notary public is typical. Excellent communication, attention to detail, and negotiation skills help build trust with clients and navigate complex paperwork. These abilities are crucial for successfully locating, claiming, and distributing surplus funds on behalf of clients while ensuring compliance with legal requirements.

What cities are hiring for Surplus Funds jobs?

Cities with the most Surplus Funds job openings:

What are the most commonly searched types of Surplus Funds jobs?

The most popular types of Surplus Funds jobs are:

What states have the most Surplus Funds jobs?

States with the most job openings for Surplus Funds jobs include:

What job categories do people searching Surplus Funds jobs look for?

The top searched job categories for Surplus Funds jobs are:

surplus funds jobs near you
Infographic showing various Surplus Funds job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Hybrid job distribution, with an average salary of $58,052 per year, or $27.9 per hour.

Investment Lead

Port Washington, NY • On-site

Cesna Group
Legal Services • 51 - 200 employees
Learn more about Cesna Groupexternal

$100K - $200K/yr

Full-time

Retirement

Re-posted 24 days ago

Job description

Job Summary
  • This position will manager our surplus funds and the CEO's personal financial assets, providing strategic investment analysis, portfolio management, and data-driven recommendations to optimize returns and mitigate risk. This role requires strong analytical skills, financial expertise, and
  • the ability to synthesize complex data into actionable insights for senior leadership. The ideal candidate is bilingual in English and Korean, detail-oriented, and experienced in both
  • traditional and alternative investment strategies.
Job Description
  • Portfolio Management: Oversee the management of our company's surplus funds and the CEO's personal financial assets, ensuring a balanced and strategic allocation across asset classes including equities, fixed income, and alternative investments such as commodities.
  • - Investment Execution & Rebalancing: Execute investment strategies in alignment with capital market expectations and risk tolerance. Regularly rebalance portfolios to maintain target allocations and optimize performance amid changing market conditions.
  • - Performance Monitoring & Reporting: Track and evaluate portfolio performance, benchmark results, and market indicators. Prepare comprehensive investment reports and presentations summarizing key insights, trends, and recommendations.
  • - Fundamental & Financial Analysis: Analyze corporate financial disclosures such as 10-Qs and 10-Ks to assess the financial health, growth potential, and valuation of investment opportunities.
  • - Market & Sector Outlook: Provide informed perspectives on economic
  • cycle forecasts, market trends, and sector-specific opportunities particularly in the IT and retail sectors to guide investment decisions and asset allocation adjustments.
  • - Alternative Investment Opportunities: Evaluate and recommend non traditional investments (e.g., commodities or structured products) to enhance portfolio diversification and returns.
  • - Capital Market Networking: Leverage relationships and industry insights from investment banks and wealth management firms (e.g., Morgan Stanley, Goldman Sachs, Merrill Lynch) to access competitive financial products and secure favorable interest rates on low-risk assets such as CDs
  • and treasury instruments.
  • - Strategic Advisory: Offer data-driven guidance on investment policy, risk management, and capital deployment strategies to support long-term wealth growth and financial stability.
Qualifications
  • Required Qualifications
  • - Bachelor's degree in Accounting, Economics,Business Administration, or related field
  • - 5-8+ years of experience in investment analysis,portfolio management, or financial strategy
  • - Bilingual in English and Korean
  • - Advanced Microsoft Excel and financial modelingskills
  • - Strong analytical, quantitative, and problem-solving abilities
  • - Excellent communication and presentation skills
  • - Ability to manage multiple priorities in a fast-paced environment
  • - High level of integrity, professionalism, and business
  • judgment
  • Preferred Qualifications
  • - Experience managing both corporate and personal investment portfolios
  • - Exposure to IT and retail sector investments
  • - Familiarity with financial systems beyond Excel (e.g.,Bloomberg, FactSet, or similar)
  • - Prior experience liaising with investment banks and wealth management firms
  • - Experience with Shopify or similar eCommerce platforms
What's On Offer
  • Salary: DOE
  • Insurance
  • 401K
  • Summer Fridays

Apply online or feel free to contact us directly for more information about the opportunity. Due to the high volume of applicant, we regret to inform that only shortlisted candidates will be notified. Thank you for your understanding.

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