Get It Recruit - Finance

Private Lending Bookkeeper / Executive Assistant - Remote | WFH

We are seeking a detail-oriented and multitasking individual who can work independently and thrive in a supportive team environment. The ideal candidate will be pleasant in person and on the phone, possess a can-do attitude, and demonstrate a strong desire to grow with our organization.

Bookkeeping

Primary Responsibilities:

  • Maintain accurate records for lending companies and prepare reports for senior management.
  • Conduct monthly bank reconciliations for multiple accounts.
  • Prepare 1099 and 1096 interest statements.
  • Handle bank deposits primarily from a desktop environment.
  • Manage accounts payable and accounts receivable.
  • Communicate effectively with colleagues regarding rent collection and defaults for foreclosed properties.
  • Maintain the rent roll and organize general office duties.
  • Manage physical and electronic filing systems.
  • Obtain and review credit reports.
  • Set up new client and loan files.
  • Liaise with attorneys and title personnel as necessary.
  • Coordinate loan closings and funding processes.
  • Record loans accurately in QuickBooks.
  • Receive and process loan and interest payments.
  • Retrieve property tax and utility records.
  • Assist in preparing construction draws and coordinate with inspectors for approval and fund disbursement.
  • Coordinate foreclosure proceedings with attorneys.
  • Prepare payoff letters and statements for loans.

Requirements

  • Proficiency in Excel (Microsoft Office Suite) and MUST HAVE experience with QuickBooks.
  • Strong math aptitude and familiarity with office equipment (phone, fax, copier, scanner).
  • Background in accounting and familiarity with real estate operations.
  • Excellent written and verbal communication skills.
  • Ability to meet stringent deadlines and work effectively under pressure.
  • Paralegal or real estate experience is a plus.

This is a unique opportunity to join a dynamic team and contribute to the success of a prominent real estate organization. If you are looking for a challenging yet rewarding role with growth potential, we encourage you to apply.

Employment Type: Full-Time
  • Seniority level

    Entry level
  • Employment type

    Full-time
  • Job function

    Accounting/Auditing and Finance
  • Industries

    Human Resources Services

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