Offer summary

Qualifications:

Native or professional fluency in both English and Spanish (written and verbal), Exceptional organizational abilities with strong attention to detail, Previous experience in administrative roles, preferably in financial services, Proficiency in standard office software and ability to learn new systems quickly..

Key responsabilities:

Serve as the primary point of contact for client and lender communications in both English and Spanish

Coordinate and manage a dynamic calendar of appointments between clients, lenders, and stakeholders

Process and organize mortgage-related documentation with attention to detail

Manage accounting tasks including payment processing and financial record-keeping.

Job description

This is a remote position.

Schedule: 10 hours/week, flexible with potential for full-time

Client Timezone: Eastern Time (ET)

Join a growing financial services firm focused on mortgage lending and real estate investment. Our client manages a diverse portfolio and maintains strong relationships with both clients and lenders. As they continue to expand, they are seeking skilled professionals to help drive their ongoing success.

Become a key part of their team, supporting both mortgage and real estate operations. You’ll handle essential administrative tasks, coordinate with clients and lenders in English and Spanish, and help ensure smooth day-to-day operations. This role offers a unique opportunity to develop your skills in a fast-paced financial environment, combining administration, client service, and industry insight.

Responsibilities

Serve as the primary point of contact for client and lender communications in both English and Spanish
Coordinate and manage a dynamic calendar of appointments between clients, lenders, and stakeholders
Process and organize mortgage-related documentation with attention to detail
Conduct professional outbound calls to maintain strong relationships with clients and lenders
Execute efficient follow-up communications to ensure excellent client service
Manage accounting tasks including payment processing and financial record-keeping
Provide comprehensive administrative support across multiple business ventures
Utilize various software systems to maintain organized and efficient operations
Create and maintain systematic processes for tracking client interactions and follow-ups

Requirements

Native or professional fluency in both English and Spanish (written and verbal)
Exceptional organizational abilities with strong attention to detail
Previous experience in administrative roles, preferably in financial services
Professional phone manner and excellent communication skills
Working knowledge of basic accounting principles and payment processing
Proven ability to handle confidential information with discretion
Proficiency in standard office software and ability to learn new systems quickly
Strong problem-solving skills and proactive approach to tasks
Ability to work independently while maintaining clear communication
Experience in customer service or client relations preferred
Comfortable working remotely while maintaining high productivity
Available during Eastern Time Zone business hours