We are seeking a proactive self-starter who can independently identify challenges, demonstrating initiative and resourcefulness before seeking assistance.
Proficiency in Excel/Google Sheets and familiarity with QuickBooks are required.
Proven bookkeeping experience 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 Operations Specialist, 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 distributes rewards.
Qualifications:
Strong organizational skills, with meticulous attention to detail and accuracy.
Highly proactive and dedicated, with a strong sense of initiative.
Proven administrative experience, 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: /14359874/f/dp7a2-57698/7P0FKYXGWWJJJ4UM99
Note: Only shortlisted candidates will be contacted for an interview. Applications will be accepted until the role is filled.
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Name: Victor
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