Job description

Lending Assistant

We are a private real estate lending company looking for a full-time smart and versatile person to help the lending team and the president with servicing all loans, credit lines, and tackle special projects as needed.

Location: Hybrid work-from-home, from our office in Deep Ellum, and occasionally run errands. Applicant must have reliable transportation and live within 15 miles of zip code 75226.

We’ll provide a laptop, printer, and other equipment and supplies necessary for the role.

General Duties:

• Coordinate closely with the lending team, accountants, and the president
• Prepare and review loan funding reports, payoff schedules, and payoff reports
• Provide daily morning updates on critical account balances and loan statuses
• Pay and track invoices paid through credit cards and online payment systems
• Prepare and/or review outgoing wires requests
• Prepare and record loan payments
• Record constructions draws and save their supporting documents
• Prepare a weekly loan summary for the president and the shareholder(s)
• Ensure daily compliance with each credit line
• Coordinate credit-line draws with the direction from the president
• Prepare periodic compliance reports for each credit line
• Assist in preparing for annual credit-line audits
• Notarize and share documents for recording (we’ll pay for a notary registration)
• Help our accountants prepare, scrutinize, create, and send 1098s and 1099s
• Special projects as needed

Requirements:

• An associate’s or bachelor’s degree in business, accounting, finance, mathematics, or engineering
• Highly proficient in MS Excel, and competency with other MS Office programs and Adobe
• Take our MS Excel test. Accuracy will contribute to the job consideration.

Beneficial for consideration

• Follow the application instructions
• Show and describe uniquely valuable experience and skills
• Accounting experience

Compensation: $65,000 ($31.25/hr)

The position is W-2/full-time employment with benefits and perks.

Share your résumé and a brief explanation about why you’d be a good fit for this position.

Please do not apply if you do not meet the requirements.

Job Type: Full-time

Pay: $31.25 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Dallas, TX 75226: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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