NightOwl Consulting

Bookkeeper

• 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

Software Engineer

• 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.

CRM Developer

Sales Development Rep

• Conduct outbound calls, emails, and follow-ups to engage new leads.
• Clearly communicate our Accessory Dwelling Unit offerings and value proposition to prospects.
• Qualify leads through needs analysis and pass high-potential prospects to the closing sales team.
• Maintain accurate records of interactions using CRM tools.
• Collaborate closely with the marketing and sales teams to improve lead quality and conversion.
• Provide insights from client conversations to help refine messaging and offerings.

Sales Development Representative

Video Editor

• Provide high-level administrative support to executives, including calendar management, meeting coordination, and travel arrangements.
• Assist in the creation and editing of professional videos for marketing and promotional purposes, utilizing software such as Adobe Premiere Pro, Final Cut Pro, or similar tools.
• Collaborate with the marketing team to develop and execute marketing campaigns, including social media content, email newsletters, and website updates.
• Coordinate with external vendors, agencies, and partners for video production and marketing initiatives.
• Maintain organized files and documentation related to video projects, marketing materials, and executive correspondence.
• Assist in event planning and coordination, including virtual and in-person events, webinars, and conferences.
• Handle confidential information with discretion and professionalism.
• Update the CRM
• Run and update social media accounts

Executive Assistant, Video Editing Experience

Analyst

• Provide responsive, first-level technical support for desktops, laptops, mobile devices, printers, and software, both onsite and remotely.
• Manage and prioritize incoming support requests via Zendesk ticket queue, email, phone, and other communication channels.
• Set up new user accounts and email addresses, configure Outlook desktop, and perform password resets.
• Assist users with Multi-Factor Authentication (MFA) setup and troubleshooting.
• Perform onboarding and offboarding tasks, including equipment setup, software configuration, and access provisioning or deprovisioning.
• Install and uninstall software applications as needed based on department requirements.
• Troubleshoot and resolve hardware, connectivity, Windows OS, VPN, VoIP, scanning/printing, and browser-related issues.
• Utilize tools such as ScreenConnect for remote support and Tanium for asset management and inventory tracking.
• Collaborate with other IT teams and escalate issues as appropriate, balancing urgency and impact to minimize downtime.
• Ensure all support activity is well-documented in accordance with internal standards and service-level agreements (SLAs).
• Contribute to technical documentation, knowledge bases, and SOPs to support continual service improvement.
• Stay informed of evolving technologies, particularly those related to Windows environments and enterprise software tools.

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

Loan Partner – US Mortgage, Weekend Coverage

CRM Developer

Sales Development Representative

Executive Assistant, Video Editing Experience

IT Service Desk Analyst