▷ [Quedan 3 Días] Loan Clerk (with Quickbooks Experience)

hace 4 semanas


Lima Metropolitana, Perú Assign A tiempo completo

We are seeking a proactive self-starter who can independently identify challenges, demonstrating initiative and resourcefulness before seeking assistance.

Proficiency in Excel/Google Sheets is required.

Proven loan processing and/or administration experience with US companies is required, preferably in the lending or financial sectors.

Candidates without these specific experiences need not apply.

Hours: Part-Time (Opportunity for Full-Time), EST

Job Overview:

As the Loan Processor, you will support various administrative tasks and bookkeeping duties, focusing on real estate lending operations. You will work closely with the partners to maintain day-to-day information, manage administrative functions, communicate with borrowers and partners, and ensure accurate financial documentation/record keeping. You will play a crucial role in streamlining our processes, maintaining smooth deal flow, and contributing to the success of our company.

Key Responsibilities:

Administrative and Bookkeeping Tasks:

- Maintain accurate records in our Portal: add new loans to the pipeline with all associated data and documents.

- Assist in creating new entities and user profiles for borrowers and partners.

- Generate term sheets and facilitate distribution to borrowers.

- Coordinate with Originators to gather required documents from borrowers and title companies.

- Maintain and update due diligence lists.

- Establish and maintain a well-organized filing system on Google Drive.

- Facilitate smooth onboarding to our servicer(s).

Document Management:

- Compile and organize full loan documentation packages.

- Coordinate the acquisition of assignments and allonges for table-funded loans.

- Prepare comprehensive Investor Folders for funding purposes.

- Generate documents for Docusign and manage the submission and tracking process.

Financial Management:

- Track and confirm wire transfers, accurately entering information into our Portal and QuickBooks.

- Create and review QuickBooks entries weekly and conduct bi-weekly reviews with Partners.

- Leverage QB rules and other features to automate tasks and improve efficiency.

- Process monthly borrower payments and maintain detailed logs.

- Generate and file yearly 1099s and 1098s in collaboration with the accountant.

- Conduct periodic reconciliations to ensure portal balances match QuickBooks balances.

Communication and Relationship Management:

- Communicate effectively with borrowers via email to ensure clear and timely updates.

- Solicit reviews and distribute rewards.

Qualifications:

- Strong organizational skills, with meticulous attention to detail and accuracy.

- Highly proactive and dedicated, with a strong sense of initiative.

- Proven loan processing and/or administration experience with US companies, preferably in lending or financial sectors.

- Demonstrated experience working in startup environments and with small entrepreneurs.

- Proficiency in Excel/Google Sheets.

- Strong understanding and experience using QuickBooks (Online), particularly familiar with class features.

- Excellent written and verbal communication skills.

- Ability to adapt and perform various roles as needed.

- Demonstrated ability to handle tasks under pressure and adapt to changing priorities.

How to Apply:

Interested applicants should apply using this link: Application Link

Note: Only shortlisted candidates will be contacted for an interview. Applications will be accepted until the role is filled.

Job Type: Part-time

Pay: S/.25.00 - S/.40.00 per hour

Expected hours: 20 – 30 per week

Experience:

- Loan Processing: 1 year (Required)

- Bookkeeping: 1 year (Required)

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