Senior Accountant, Loan Specialist
Job Overview:
We are a Private Family Office seeking a highly skilled Senior Accountant with Loan Processing experience to join our team. This person will be responsible for processing and servicing loans. In addition, this person will be responsible for overseeing the financial activities of the organization, ensuring accuracy, compliance, and efficiency in all accounting processes.
Responsibilities:
- Processing and servicing loans.
- Reviewing new & modified loans.
- Maintaining and filing loan documentation.
- Maintaining and filing financial records for accounting and tax.
- Oversee bookkeeping to ensure accuracy of books and records.
- Oversee AP & AR.
- Execute all accounting functions necessary to report on the financial position, including monthly, quarterly, and yearly closing.
- Prepare timely and accurate financial reports and analyses.
- Assist in financial analysis and cashflow planning including budgeting and forecasting.
- Perform ad-hoc financial analyses and execute projects as required.
- Timely and accurately file various sales/use tax returns.
- Assist with coordinating complex tax filings.
- Assist with implementing processes and systems.
- Liaise and develop strong working relationships with internal team members, vendors, borrowers, and attorneys.
- Ad-hoc and Special projects as needed.
Qualifications:
- Bachelor's degree in Accounting or Finance.
- CPA certification preferred.
- Proven experience in a similar role.
- 5+ years of related experience required (family office, real estate, lending, investments, aviation, film, and/or music industry experience a plus).
- Strong knowledge of accounting principles and practices.
- Operations experience is a plus.
- Knowledge of loan processing required.
- Ability to review and understand agreements and contracts.
- Proficiency in using accounting software (QuickBooks knowledge required and Buildium software knowledge a plus).
- Knowledge and expertise in Microsoft Office products with proficiency in excel.
- Excellent organizational skills.
- Excellent analytical skills and attention to detail.
- Excellent verbal and written communication and interpersonal skills.
- Ability to read and review contracts and agreements.
- Ability to work and thrive in a fast-paced and startup environment.
- High degree of accuracy.
- Ability to manage multiple projects simultaneously while prioritizing time-sensitive tasks.
- High level of discretion and professional integrity.
- “Roll up your sleeves” work ethic, tenacity, and willingness to go the extra mile.
- Resourceful, decisive, critical thinker.
- Must be a team player, enthusiastic and reliable.
- Ability to speak Spanish a plus.
Benefits:
- Medical, Vision & Dental
- PTO
- Work from home
Other:
- Ft. Lauderdale/Miami Area Location Preferable
- Occasional on site Meetings
Join our team as a Senior Accountant, Loan Specialist and contribute to the financial success of our organization. Grow your career with us and enjoy opportunities for professional development.
Job Type: Full-time
Pay: $70,000.00 - $85,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Experience level:
- 5 years
- 6 years
- 7 years
- 8 years
Physical setting:
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Accounting: 5 years (Required)
- Lending: 5 years (Required)
Language:
License/Certification:
Location:
Work Location: Remote