Detail-Oriented Bookkeeping and Office Coordinator in Real Estate Lending

About The Role

Join a well-established real estate lending team with over 50 years of industry experience. This role offers a supportive and dynamic work environment, with the possibility of working remotely one day a week after a successful 90-day trial period.

What We're Looking For

We are seeking a detail-oriented and proactive individual who excels at multitasking. The ideal candidate will be comfortable working independently, possess a positive and professional demeanor both in person and on the phone, and have a strong desire to grow with our team.

Bookkeeping

Key Responsibilities

• Manage bookkeeping tasks for our lending companies and generate reports for company personnel.
• Perform monthly bank reconciliations across multiple accounts.
• Prepare 1099 and 1096 interest statements.
• Handle bank deposits primarily from desktop.
• Oversee accounts payable and receivable.
• Coordinate with colleagues on rent collection and defaults for foreclosed properties.
• Maintain accurate rent rolls.
  
  

Office Duties

• Maintain both physical and electronic files.
• Pull credit reports and set up new client/loan files.
• Communicate with clients to gather necessary loan information.
• Collaborate with attorneys and title personnel to coordinate closings and funding.
• Record loan transactions in QuickBooks.
• Process and post loan/interest payments.
• Retrieve property tax and utility records.
• Assist in preparing construction draws for approval and disbursement.
• Coordinate with construction inspectors for draw approvals.
• Support foreclosure processes in collaboration with foreclosing attorneys.
• Prepare payoff letters and statements for loans upon completion.
  
  

Requirements

• Proficiency in Microsoft Excel and the Microsoft Office Suite.
• Experience with QuickBooks is essential.
• Strong mathematical aptitude.
• Familiarity with typical office equipment (phone, fax, copier, scanner).
• Background in accounting and a basic understanding of real estate.
• Excellent written and verbal communication skills.
• Ability to meet strict deadlines.
• Paralegal or real estate experience is a plus.
  
  

Why Join Us?

Be a part of a dedicated team where your skills will make a significant impact. Enjoy a role with opportunities for growth and the flexibility to work remotely after proving your capabilities.

Employment Type: Full-Time