▷ [Quedan 3 Días] Loan Clerk (with Quickbooks Experience)
hace 4 semanas
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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