Bookkeeper, Mortgage Coordinator – QuickBooks

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The Hello Team

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2021

🏥 Healthcare

🛡️ Insurance

📦 Logistics

Healthcare • Insurance • Logistics

The Hello Team is a B2B provider of structured offshore hiring and managed workforce solutions. They recruit, hire, and operate dedicated nearshore and offshore teams across 30+ countries, offering remote staffing, BPO services, answering services, and call center build-outs with on-the-ground recruiting, U. S. -based operational oversight, training, and real-time workforce management. The company emphasizes accountability, performance monitoring, and cultural alignment for clients in healthcare, insurance, real estate, professional services and other sectors.

📋 Description

• 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.

🎯 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.

🏖️ Benefits

• 100% remote work • Great work environment with potential for growth