NightOwl Consulting

Bookkeeper

• Assist with payroll processing and related reporting using ADP.
• Support bookkeeping tasks, including accounts payable, accounts receivable, and general ledger entries in QuickBooks.
• Help maintain organized financial records and documentation.
• Generate basic financial reports as requested (e.g., expense reports, payroll summaries).
• Support the month-end and year-end closing processes.
• Ensure timely and accurate data entry and maintain compliance with financial policies.
• Assist with onboarding-related financial tasks, such as setting up payroll and tax accounts for new hires.
• Communicate with vendors, employees, and stakeholders regarding payment status or payroll matters, as needed.

Accounting Assistant

Software Engineer

• Design and develop web applications, mobile apps, websites, client portals, and internal tools using no-code platforms.
• Customize pre-built templates to meet specific business requirements.
• Implement responsive design principles to ensure applications work seamlessly across all devices.
• Manage and maintain applications built on platforms such as Softr.io, Bubble.io, Webflow, Adalo, Glide, and others.
• Optimize performance and scalability of no-code applications.
• Integrate applications with various data sources like Airtable, Zapier, APIs, and other third-party services.
• Automate workflows and processes to enhance efficiency using tools like Zapier or Integromat.
• Implement user authentication features, ensuring secure access and data protection.
• Manage user roles, permissions, and access controls.
• Work closely with cross-functional teams including designers, marketers, and project managers to deliver high-quality solutions.
• Provide training and support to team members on using no-code tools and applications.
• Stay updated with the latest trends and advancements in no-code/low-code development.
• Continuously seek ways to improve existing applications and processes.

No-Code Developer, Airtable

Accountant

• Prepare and maintain accurate financial statements and reports.
• Reconcile bank statements, accounts payable, and accounts receivable.
• Assist in budgeting, forecasting, and financial planning processes.
• Ensure compliance with accounting standards, tax regulations, and company policies.
• Process journal entries and maintain the general ledger.
• Assist with audits, tax filings, and other financial reviews.
• Identify and implement process improvements to enhance efficiency and accuracy.
• Collaborate with other departments to support financial reporting and decision-making.
• Preference for a full CPA, preferably with prior experience in bookkeeping for restaurants, or, if not, experience working for a large multinational accounting firm.

Marketing

• Design and execute a comprehensive marketing strategy targeting high-income professionals and business owners in vacation/resort communities.
• Develop campaigns aligned with our differentiators and Ideal Customer Profile.
• Manage digital lead generation efforts, including paid advertising, social media campaigns, and email marketing.
• Develop automated workflows and drip campaigns to nurture leads through the buyer’s journey.
• Oversee the creation of content, including blogs, videos, social media posts, and client-focused resources.
• Ensure messaging aligns with our wealth-building and relationship-driven philosophy.
• Track and analyze campaign performance metrics to optimize efforts and ensure a steady flow of quality leads.
• Prepare monthly reports showcasing ROI, lead quality, and conversion rates.
• Collaborate with the lending team to refine messaging and ensure consistent communication of our value proposition.
• Develop co-branded campaigns with referral partners such as realtors and financial advisors.
• Manage relationships with vendors, such as graphic designers or video production teams.
• Stay updated on industry trends and competitors’ strategies.
• Organize and promote customer appreciation events and community involvement initiatives.
• Monitor and manage digital marketing campaigns across platforms like Facebook, Instagram, LinkedIn, TikTok, and YouTube.
• Update and optimize website content, ensuring SEO best practices.
• Coordinate weekly marketing calls with the lending team to align goals.
• Respond to social media comments and engage with online communities.

Marketing Manager

Chief Marketing Officer

• Define and maintain the company’s visual identity, tone, and messaging across all channels
• Ensure consistency in external communications, proposals, and public presence
• Build and manage our LinkedIn, YouTube, and other relevant platforms
• Plan, create, and post engaging content tailored for the U.S. mortgage industry audience
• Develop and execute targeted campaigns to grow brand awareness and inbound leads
• Leverage AI tools (e.g., Gamma, ChatGPT, Midjourney, Copy.ai, etc.) to scale content creation, optimize email marketing, and design visuals
• Stay ahead of trends in AI marketing automation
• Build and lead a small in-house team of designers, copywriters, and digital marketers
• Develop SOPs, processes, and playbooks to streamline the department’s output
• Work hand-in-hand with Sales to align marketing efforts with business development goals
• Support lead nurturing strategies through email sequences, white papers, and case studies
• Track marketing KPIs (lead conversion, traffic, CTRs, engagement, etc.)
• Present regular performance updates and growth strategies to the executive team

Director of Marketing

Project Manager

• Analyze architectural and engineering drawings, blueprints, and project specifications to determine material, labor, and equipment requirements.
• Prepare detailed and accurate cost estimates using estimating software, Google Workspace applications, and Excel/Sheets.
• Solicit, review, and compare quotes from vendors and subcontractors to ensure cost-effectiveness and compliance with specifications.
• Evaluate proposals, project values, and bid documentation to prepare comprehensive cost summaries.
• Maintain detailed records of all estimates, takeoffs, and revisions for active and historical projects.
• Establish job accounts and ensure all project documentation is properly reviewed and distributed to field and management teams.
• Communicate with suppliers and vendors regarding purchase orders, submittals, and material deliveries.
• Coordinate with Project Managers and field teams to ensure a seamless handoff from estimating to project execution.
• Track material shipments, manage delivery schedules, and provide timely updates to relevant stakeholders
• Prepare, price, and log change orders; manage negotiations and approvals as directed by the Project Manager.
• Monitor work orders, cost codes, and timesheets to ensure proper job costing and billing accuracy.
• Pre-code and track accounts payable entries related to materials, services, and change orders to maintain accurate project financials.
• Compile and prepare closeout documents, including warranties, as-builts, and final cost summaries.
• Maintain organized project records and ensure all contractual and procedural documentation is completed accurately and on time.

Estimator – Assistant Project Manager

Onboarding Specialist

• Coordinate and execute the onboarding of new loan portfolios, including bulk transfers and individual originations.
• Import and validate loan data using system templates (e.g., FICS import modules), ensuring all critical fields are accurately mapped and reconciled.
• Conduct pre-boarding audits: verify collateral data, escrow balances, interest calculations, and payment schedules.
• Work closely with originations, escrow, compliance, and IT teams to ensure smooth data transfer and onboarding handoff.
• Review and upload required loan documentation, including security instruments, amortization schedules, insurance declarations, escrow analyses, and borrower contact information.
• Track onboarding milestones and maintain detailed logs of pending documentation or data corrections.
• Generate borrower communications such as welcome letters
• Troubleshoot data anomalies or system errors and escalate issues for resolution.
• Assist with onboarding checklists and playbooks to standardize and improve future transfers.
• Support audits, investor due diligence, and servicing reviews related to data boarding.

Loan Servicing Onboarding Specialist

Designer

• Proven experience in designing homes, treehouses, or similar structures.
• Proficiency in Autodesk Revit is required; knowledge of Twinmotion is a plus.
• Strong architectural design abilities with a creative approach to problem-solving.
• Excellent communication and interpersonal skills, with the ability to engage effectively with clients and stakeholders.
• Basic understanding of structural engineering principles, particularly related to wood construction.
• Strong organizational skills with the ability to manage multiple projects simultaneously.
• Degree in Architecture, Design, or a related field.
• Previous experience in client-facing roles or sales-related environments.

• Customize Moodle themes to improve overall **UI/UX design and branding**.
• Develop, modify, and maintain **custom plugins** tailored to our learning and reporting needs.
• Build **custom reports and dashboards** for tracking learner performance and system analytics.
• Work with Moodle’s **API and web services** to integrate with internal systems and third-party applications.
• Assist the **Learning Department** with the **import, configuration, and optimization of SCORM modules**.
• Support course development by advising on best practices for structuring and delivering content.
• Optimize LMS performance, security, and scalability.
• Troubleshoot and resolve issues related to Moodle customizations, plugins, and integrations.
• Provide documentation and internal training on newly developed features.

Moodle Developer – Custom Development, Reporting

• Build, format, and send email campaigns using Mailchimp or other CRM platforms (ActiveCampaign experience is a plus, not required).
• Create and maintain email templates and manage campaign calendars and timelines.
• Support event marketing initiatives, including invitations, reminders, and follow-up communications.
• Repurpose marketing content across channels (email, social, events, etc.) while maintaining brand consistency.
• Ensure campaigns are executed cleanly, accurately, and on schedule.
• Create marketing assets including emails, event graphics, social posts, and collateral using Canva and/or Adobe Creative Suite.
• Work strictly within the existing brand guide, adhering to logos, colors, fonts, and layout rules.
• Prepare professional-ready assets that are clean, visually consistent, and deployment-ready.
• Execute designs efficiently, focusing on quality, speed, and brand alignment without overcomplicating.

Marketing Execution Specialist

Customer Support

• Manage the loan boarding process to subservices, ensuring accuracy and efficiency.
• Wire escrow funds as required and manage fund disbursements.
• Deliver and maintain servicing images and documents.
• Manage, track, and resolve missing documents and conditions.
• Audit and reconcile daily subservicing reports to verify accurate boarding data.
• Conduct weekly operational calls with subservices to ensure alignment and address issues.
• Regularly audit daily and monthly subservicing reports.
• Generate and provide detailed reports to management for early delinquency audits.
• Monitor alerts on loan payoffs to manage timely responses.
• Conduct comprehensive monthly, quarterly, and annual audits.
• Support the Accounting and Compliance teams during annual audits and custodian audits, as well as state regulatory audits.

Loan Servicing Support Specialist

• Produce fabric patterns & shop drawings, including all files pertaining to the fabrication of the product.
• Chart the fabrication process.
• Produce CAD patterns.
• Produce and format CNC cutting files.
• Produce shop drawings detailing the process.
• Act as a bridge between the Design Team and Fabricators.
• Collaborate with Design to get a deeper understanding of overlapping processes between Design and Fabrication.
• Get familiarized with design processes leading up to the fabrication phase.
• Understand and create technical part drawings/shop drawings to lead the production design.
• Lead fabricators’ understanding of how the project comes together, assembly order, details of assembly, etc.
• Understand all production (fabric assembly) processes.
• Review past project pattern processes, learn ideas, and produce new patterns based on this process.
• Contribute to institutional learning and growth through sharing.
• Contribute to the execution of individual projects and the maintenance and evolution of technical documentation for company standards.
• Follow and maintain procedures for file creation, management, collaboration, organization, and archives.
• Understand work process flow and modify flow based on needs.
• Keep open and clear communication channels between team members and departments.

Fabric Structure Pattern Designer

• Receive, review, verify, and reconcile vendor invoices for accuracy and proper approval.
• Perform three-way matching between invoices, purchase orders, and receipts.
• Code invoices to the general ledger and appropriate cost centers.
• Prepare and process vendor and employee payments, including ACH, check, and wire payments.
• Calculate and process commissions as required.
• Assist with payment runs and post-payment review.
• Set up new vendors, utility accounts, and recurring payments.
• Reconcile vendor accounts, credit card statements, and expense reports on a monthly basis.
• Maintain accounting ledgers and verify account transactions.
• Assist with month-end closing activities, including accruals, reconciliations, and financial reporting.
• Research discrepancies and prepare adjusting entries as needed.
• Support biweekly payroll processing.
• Review and reconcile employee expense reports and ensure proper documentation is maintained.
• Manage the accounts payable inbox, responding to inquiries in a timely and professional manner.
• Work directly with vendors and internal teams to resolve invoice discrepancies or payment issues.
• Escalate issues requiring support to the Assistant Controller as appropriate.
• Maintain accurate, organized, and auditable AP and accounting documentation.
• Save, sort, and audit receipts and supporting documents.
• Assist with compliance requirements, including 1099 preparation and reporting.
• Compile basic financial, accounting, and audit-related reports as requested.
• Participate in special projects and perform other duties as assigned by the accounting team.

Accounting Assistant, Accounts Payable Specialist – Loan Vision, Bookkeeping, QuickBooks Experience

Affiliate Manager

• Download appraisals as they arrive, compile all required components (invoice, SSR, appraiser E&O, etc.), upload to the appropriate systems, and email a complete copy of the appraisal report to the team.
• Split title documents and upload them into designated folders, excluding documents providing property tax estimates (as these may not reflect accurate values for new construction loans).
• Accurately tag files in the CRM system for proper tracking and documentation.
• Follow up on stale or inactive pre-approvals to ensure timely updates or closures.
• Facilitate and manage weekly pizza order emails (internal morale initiative).
• Send out Tuesday Updates to clients, agents, and internal team members to keep all parties informed on loan status.
• Process and manage borrower opt-outs from marketing or communication campaigns.
• Assist in preparing and sending loan disclosures as needed.
• Label and stack incoming documents correctly to maintain consistent file organization.
• Perform data verification to ensure all borrower and property information is accurate and up-to-date.
• Add appropriate tags and documentation to ensure compliance and completeness of each file.

Loan Partner – US Mortgage, Weekend Coverage

• Build and manage custom fields, objects, and page layouts within Salesforce.
• Design and maintain automation flows, validation rules, and process builders.
• Develop and implement email templates, reports, and dashboards.
• Customize Lightning pages and build custom-coded components when needed.
• Research and recommend new Salesforce features, apps, or integrations to improve workflow efficiency.
• Troubleshoot and resolve system issues in a timely manner.
• Ensure data integrity and streamline reporting processes.
• Collaborate with business stakeholders to translate requirements into technical solutions.