Bookkeeper, Mortgage Coordinator – QuickBooks

This is a fully remote position, open to applicants in United States.

📋 Description

• Organize financial income and expenses across various business and personal accounts

• Oversee accounts receivable (AR), accounts payable (AP), and perform bank reconciliations

• Ensure bookkeeping records are accurate and current

• Precisely document and account for financial transactions using QuickBooks

• Record journal entries and assist with month-end and year-end closing procedures

• Prepare and arrange financial statements and reports

• Monitor expenses and track financial activities

• Reconcile transactions from bank and credit card statements

• Aid in processing invoices and tracking payments

• Handle loan and mortgage documentation while maintaining related records

• Review loan files to ensure accuracy, completeness, and compliance

• Support audit and tax preparation by providing necessary documentation

• Collaborate with lenders, financial institutions, and external accountants as required

• Communicate with clients regarding financial documents and requests for records

• Keep financial, loan, and supporting documents well-organized

• Perform additional duties related to the position as assigned.

⛳️ Requirements

• Proficiency in English (both written and spoken)

• Exceptional responsiveness and communication skills for effective collaboration with clients, colleagues, and team members

• Demonstrated knowledge of loan and mortgage procedures as well as financial regulations

• Strong grasp of accounting principles, standards, and best practices

• In-depth understanding of accounting principles related to mortgage loans and interest income recognition

• Advanced expertise in QuickBooks, encompassing bookkeeping, accounts payable (AP), accounts receivable (AR), bank reconciliations, and financial reporting

• A minimum of 2 years of bookkeeping experience

• Proven experience in maintaining accurate financial records and generating financial reports

• Keen attention to detail with a highly responsible, organized, and trustworthy work ethic

• Outstanding organizational and time management abilities

• Proven track record of meeting deadlines consistently in a fast-paced environment

• Comfortable working within established processes and structured workflows

• Ability to rapidly learn new systems, software, and workflows

• Proficiency in Microsoft Office (Word, Excel, Outlook) and standard business tools (email, spreadsheets, document management)

• Innovative thinker, highly adaptable, reliable, self-motivated, and confident

• Positive attitude with the ability to learn and adapt quickly

• Capability to understand and follow established processes accurately with minimal supervision

• Ability to work during U.S. Eastern Time (New York) business hours and adjust to business needs

• Interest in long-term career prospects.

• Reliable computer (Windows 10 or newer), dual monitors, and stable high-speed internet connection.

🏝️ Benefits

• 100% remote work

• Excellent work environment with opportunities for growth