Remote Bookkeeper & Mortgage Coordinator (QuickBooks)

Job Summary:

We are seeking a highly organized and detail-oriented Remote Bookkeeper & Mortgage Coordinator (QuickBooks) to support the financial operations of multiple business and personal accounts. This role is responsible for managing day-to-day bookkeeping functions, including accounts payable and receivable, bank and credit card reconciliations, financial reporting, expense tracking, and maintaining accurate financial records. The position also supports loan and mortgage administration by processing documentation, reviewing loan files for accuracy and compliance, and coordinating with lenders, financial institutions, and external accountants. The ideal candidate has a minimum of three years of bookkeeping experience, advanced proficiency in QuickBooks, and a strong understanding of accounting principles, financial regulations, and loan and mortgage processes. Success in this role requires exceptional organizational skills, attention to detail, responsiveness, and the ability to manage multiple priorities while working within established processes. This is an excellent opportunity for a dependable, adaptable, and process-driven professional seeking a long-term position working U.S. Eastern Time business hours.

Key Responsibilities:

  • Organize income and expenses for multiple business and personal accounts.
  • Manage accounts receivable (AR), accounts payable (AP), and bank reconciliations.
  • Maintain accurate and up-to-date bookkeeping records.
  • Accurately record and account for financial transactions in QuickBooks.
  • Record journal entries and support month-end and year-end closing activities.
  • Prepare and organize financial statements and reports.
  • Track expenses and monitor financial activity.
  • Reconcile bank and credit card transactions.
  • Assist with invoice processing and payment tracking.
  • Process loan and mortgage documentation and maintain related records.
  • Review loan files for accuracy, completeness, and compliance.
  • Assist with audit and tax preparation by providing supporting documentation.
  • Coordinate with lenders, financial institutions, and external accountants as needed.
  • Communicate with clients regarding financial documents and record requests.
  • Maintain organized financial, loan, and supporting documentation.
  • Perform other duties related to the position as assigned.

Qualifications & Requirements:

  • Proficient level of English (written and spoken).
  • Excellent responsiveness and communication skills, allowing for effective collaboration with clients, colleagues, and teammates.
  • Demonstrated knowledge of loan and mortgage processes and financial regulations.
  • Strong understanding of accounting principles, standards, and best practices.
  • Strong understanding of accounting principles for mortgage loans and interest income recognition.
  • Advanced proficiency in QuickBooks, including bookkeeping, accounts payable (AP), accounts receivable (AR), bank reconciliations, and financial reporting.
  • Minimum of 2 years of bookkeeping experience.
  • Experience maintaining accurate financial records and preparing financial reports.
  • Strong attention to detail with a highly responsible, organized, and dependable work ethic.
  • Excellent organizational and time management skills.
  • Proven ability to meet deadlines consistently in a fast-paced environment.
  • Comfortable working within structured processes and established workflows.
  • Ability to quickly learn new systems, software, and workflows.
  • Proficiency with Microsoft Office (Word, Excel, Outlook), and standard business tools (email, spreadsheets, document management).
  • Out-of-the-box thinker, highly adaptable, reliable, self-motivated, and confident approach.
  • Positive attitude and the ability to learn and adapt quickly.
  • Ability to understand and follow established processes accurately with minimal supervision.
  • Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs.
  • Interested in long-term career opportunities.
  • Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet.

Compensation & Benefits:

  • 100% remote work.
  • Compensation in USD.
  • Full-time position with 40 hours weekly.
  • Please note that this is a long-term opportunity.
  • Great work environment with potential for growth.
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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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