Insurance Mortgage Tracker

Position Overview

Join the Techvestor team as a key part of our finance department. You’ll be responsible for
ensuring our financial operations run smoothly, from maintaining records and checking to make
sure insurance and mortgage payments are made to providing info about our assets to our
investors. Your role will be pivotal in ensuring our properties are managed efficiently and our
investors are kept informed.

Techvestor Finance Job Description

Candidate Requirements
– Data entry
– Able to efficiently communicate with vendors/point of contacts
– Able to create and maintain processes
– Need to be tech savvy and a problem solver
– Detail-oriented
– Organized
– Takes initiative/self-motivated
– Able to prioritize and handle multiple tasks at once
– Extremely responsive

Candidate Nice-to-Haves
– Intermediate-level Google Sheet knowledge

Platforms to be Used
– Ramp
– Excel/Google Sheets
– Dropbox
– InvestNext
– Confluence/Jira
– Slack
– HelloSign
– Avalara
– DialPad/OpenPhone

Job Description

Overview
– Saving property documents and pictures to the correct folders in Dropbox
– Uploading photos and maintaining info for property pages on our investor portal
– Sending documents/contracts and inputting data into Google Sheets
– Assisting with setting up properties for sales/occupancy taxes with Avalara and
uploading monthly property revenue reports
– Calling about account concerns, discrepancies in billing, and other concerns
– Assistance with record maintenance
– Saving property documents and pictures to the correct folders in Dropbox

We have very important files that come in before, during, and after we close on a
property. Part of this job will be to save these files to the correct folders in Dropbox so
that our team can access them later.
– Photos need to be saved from each of our properties’ Zillow/Redfin/Click to view
webpages before we close on the property. There will also be progress photos and
photos of the finished properties once we launch them as short-term rentals that will
need to be saved as well.

Uploading photos and maintaining info for property pages on our investor portal
– We have an investor portal through InvestNext we maintain for our investors. Part of this
job’s responsibilities will be to maintain the “Assets” section of the portal. This section
should be kept up to date with relevant progress photos, summaries, high-level info, and
links to the Airbnb listing for each property.

Sending documents/contracts and inputting data into Google Sheets based on responses
– We have contracts for our investors that need to be sent out to them quickly after they
commit to investing with us. Once these contracts have been sent out and the investor
has filled out and signed the contract, their responses need to be input into a Google
Sheet for us to track.
– It is extremely important that this information is entered correctly as we depend on it to
report and file our offerings in the correct states in order to stay compliant with federal
and state laws.

Assisting with setting up properties for sales/occupancy taxes with Avalara and uploading
monthly property revenue reports
– Before each of our properties goes live as a short-term rental, we need to sign it up with

Avalara’s Lodge Tax division so they can report our revenue numbers on a monthly basis
and make sure any taxes not remitted directly by Airbnb/VRBO are paid.
– Monthly revenue reports that show taxes already remitted from each of our properties
need to be uploaded to Avalara’s website each month so they can file taxes on our
behalf accordingly.
– When setting up new properties on Avalara’s website, we may be required to register
our business in new states in order to file taxes. This position would be expected to
assist in registering the business in new states when applicable.
– Calling about discrepancies in billing and other concerns
– On occasion, a mortgage payment and/or insurance payment may have been made, but
not credited to our account. You will be tasked with calling the appropriate vendor and
resolving the issue at hand.

Assistance with record maintenance
– Needs to be able to call vendors and get necessary information to keep business records
up to date.
– Needs to organize and save all records of payments for insurance and mortgages

HOW TO APPLY:
If this position seems like a fit to you, PLEASE EMAIL$ our Head of Finance, Corbin
Weinerman, at Click to view and let him know why you are a good fit for this
position and attach your resume. Please title the subject line of your email as “I Love
Mortgages and Insurance” so that he knows you have read this entire job description